Responsibilities:

• 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 3-5 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 banking laws and practices to regulations prevailing in Hong Kong
• Strong character and ability to work under stress and withstand pressure
• Familiar with MS Office tools: Word, Excel and PowerPoint
• Fluent speaking in English, Cantonese and Mandarin is preferable
• Comprehensive written and input skill on English and Chinese