Senior Officer / Assistant Manager, Client Account Management

Shanghai Pudong Development Bank Co., Ltd., Hong Kong Branch

Major responsibilities:

  • Perform static data creation and maintenance for client life cycle activities such as account opening, account review corporate structure changes, signatories updates, account closure, etc.;
  • Ensure team Service Level Agreements are met and all requests are completed accurately and timely;
  • Cooperate with KYC review unit teammates to ensure all KYC documents, signatories record & supplementary information are in good orders;
  • Process the administration of E-banking services and provide support on client administrative duties (e.g. handling returned mails, Cheque book order, etc.);
  • Provide statistical data updates to Team Head for monthly reporting;
  • Drive process improvement and system automation;
  • Support in UAT & system enhancement;
  • Perform Ad hoc task assigned by team head.

Requirements:

  • University graduate with 3 years of relevant experience in Client static data maintenance or Documentation;
  • Highly detail-oriented, Ability to focus on high quality work while under pressure;
  • Able to work independently and self-motivated;
  • Good time management and ability to prioritize tasks effectively;
  • Team Player with Good interpersonal skills;
  • Competent with control and risk framework;
  • Ownership of results and good communication skills;
  • Good command of both written and verbal in English and Chinese (including Putonghua);
  • Candidate with less experience will be considered as Senior Officer.
More job information
Salary negotiable
Job Function
  • Banking · Financial Service - Order Processing · Operation · Settlement
  • Banking · Financial Service - General · Others
Location
  • Wanchai
Employment Term
  • Full-time
Education
  • Degree

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