Associate, Specialist, Account Opening & Static Data Control, 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

- Support in client onboarding operation on daily processing including account opening and static data maintenance for Wealth management cutomers

- Review client documents/instruction and update the information to system as maker and checker

- Returned mail handling

- Ensure account opening and client static maintenance delivered within SLA

- Assist in Audit, regulatory review, FATCA and CRS reporting, etc

- Promptly response and provide solution on enquiries from Front office/Middle Office/COO office, etc

- Support UAT if needed

- Brokerage firm experience is a plus

Requirements

- University degree with minimum 3 years relevant experience within the Banking & Finance industry.

- 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.

Apply Now

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

We regret only shortlisted candidates will be notified.

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