Job Responsibilities :

1. Formulate, plan and maintain internal policy, Standard Operating Procedures, manual and application form, including tracking of policies/SOP renew dates, drafting/update/publication of policies/SOP and provide briefing (if required)
2. Improve customer journey with system enhancement, process revamp to improve efficiency such as vendor management, system UAT and implementation, provide training, etc.
3. Post trades monitoring control: post trade transaction and cross border rules
4. Act as a liaison officer between Front Office and Operations in supporting daily BAU process
5. Responsible for co-ordination and implementof global projects relating to the alignment of the local business
6. Ad-hoc assignments as assigned by PB Head of Business Support

Job Requirements :

1. Minimum a Bachelor’s Degree in Business Administration/Banking and Finance/Accountancy or a relevant discipline
2. 5-8 years of experience in financial institutions (Private Banking, wealth management), preferably in the area of Account Onboarding/KYC, Credit application/risk assessment, Risk, Controls and/or Compliance
3. Effectively bilingual in English and Mandarin as the role requires communication with Chinese speaking colleagues in Hong Kong and Taiwan

Skills required: managerial, analytical, problem solving, tasks planning & execution, communication, interpersonal