Assistant Manager/Manager, Operation Management (Private Banking & Wealth Management Department)

Job Duties:

• Obtain information from customers and prepare documents for processing annual credit reviews or high risk customer annual review and opening of accounts
• Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner
• Process margin account review and high risk customer annual review
• Proactively monitor clients’ account status and report for any irregularities
• Ensure the performing transactions are in compliance with the Bank’s policies and legislative requirements
• Assist in conducting operation risk monitoring duties and handling of operational risk events
• Assist in preparing operation risk reports and input ORMS
• Assist in preparing training materials and organizing training on operational risk for PWD staff
• Perform other ad-hoc duties as assigned

Requirements:

• Bachelor Degree
• Minimum 3 – 5 years of related experience
• Excellent command of spoken and written English and Chinese (Putonghua an advantage)
• Pleasant and outgoing personality with good interpersonal and communication skills
• Strong self-motivation and ability to work under pressure
• Qualification in ECF is preferred