Operations / KYC / Clients Services
- To ensure an accurate update on cash / securities positions / reconciliations in the in-house & vendor systems are in compliance with local regulation
- To monitor and enhance trading process when required
- To support on projects and assist in project management where required
- Communicating / liaising on key internal and external stakeholders, when a response is needed on an urgent basis
- Investigating / assisting to rectify any potential overdrafts
- Primarily contact point for operational issues related to the distribution of funds
- Provide support in oversea offices for operations matters
Skills & Qualifications:
- Bachelor Degree with major in commerce, banking, finance or business administration
- At least 10 years hands-on wealth operations experience
- Able to interact with all levels of staff and management
- Strong analytical skills and high attention to details
- Proficient in Microsoft Suite
- Excellent communication skills in both written and verbal in English, Mandarin and Chinese