Responsibilities/Tasks:
- Perform checks for trade related and client signed documents. Ensuring accuracy, qualification, and documentation
- Perform independent call back function on client instructions in relation to payments and static data changes
- Prepare documentation and communications to external parties such as reference letters and confirmation of balances to auditors
- Keep track of regulatory requirements applicable, provide solutions and implement to BAU operations
- Support post trade control, reviewing voice logs to ensure sanity of transaction records
Experience/Exposure:
- 2 -3 years related operation experience in Private Banking preferred
- Good with numbers and a good team player
- Pro-active and able to work under pressure
- Willing to learn and take on additional challenges
- Fluent in English, Cantonese and Mandarin to communicate with stakeholders
- Good communication skills (oral and written) and interpersonal skills.
- Good PC knowledge: Microsoft Excel, PowerPoint and Word
Expected: $5,000 to $6,000 Per Month