Provide account opening support, account transactions, credit, loan and investment related transactional processing; covering all kinds of investment products including system input, order maintenance and risks monitoring, etc.
Attending to general client queries. Liaise with internal and external parties to fulfill client requests and administrative follow-up.
Monitor the status of credit exposure/excess of client portfolios to ensure that no unauthorized and/or excessive credit facility is granted to clients and all transactions are processed according to bank's credit policies.
Ensure that account opening documents and credit documents are in order. Follow up on outstanding documents.
Regularly review operating procedures and guidelines, and continue to optimize processes and system functionality to improve service quality and productivity.
Fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, reputational and other risks; to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity during and after client on-boarding process.
Requirements:
Degree or above with major in Finance or related discipline, or have experience on Banking products, transactions and services
At least 4-6 years solid working experience in banking/credit operations, preferable in private banking business
Interpersonal skills - communicating effectively and provide value adding advice to others, influencing effectively
Ability to analyze situations, prioritize and implement processes effectively.
Be innovative and have strong team spirit
Concrete experience on data analysis of Customer and/or transactions is preferable
Familiar with MS Office tools: Word, Excel and PowerPoint
Fluent speaking in English, Cantonese and Mandarin is preferable
