Senior Associate/ Associate, Account Onboarding, Wealth Management Operations

Business Function

Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibilities:

• Supervisor role in client onboarding team to support daily processing including account opening and static data maintenance
• Handling new business request, work with COO Office to update Operation procedure and policy
• Deliver continuous process improvements, in view of the changing operating and regulatory environment.
• Engage in system enhancement and development project
• Assist in Audit, regulatory review, FATCA and CRS reporting, etc
• Ensure account opening and client static maintenance delivered within SLA
• Promptly response and provide solution on RM/CS enquiries
• Ensure stipulated policy and procedure in place

Requirements:

• University degree with minimum 5 years relevant experience within the Banking & Finance industry, preferable with 1 year people management experience. Broker firm experience is preferable.
• Good knowledge and experience in International Tax Regulations (FATCA//CRS) documentation handling and reporting
• Excellent attention to detail
• Good analytical, problem solving and communication skills
• Good understanding of IT systems and operational banking processes
• Ability to improve processes, coordinate multiple tasks and strong teamwork
• Good command of written and spoken English and Chinese. Proficiency in Putonghua an advantage

立即申請

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.