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.

Location:

Two Harbour Square

Job:

Operations

Schedule:

Regular

Employee Status:

Full time