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Platform Manager, Private Banking

职位编号: 500060
聘用性质: 全职
部门: 私人银行
工作类别: 营运

Responsibilities:

  • Plan and drive the delivery of different projects to support the on-going sales business development and support front line
  • Support the implementation and execution of monitoring procedures, checklists and controls to maintain compliance with internal policies ,trade rules and regulatory requirements
  • Collaborate with relationship managers, operations, compliance, risk ,and technology terms to resolve day-to-day platform- related issues and support ad-hoc projects
  • Prepare and maintain operational reports, dashboards, and records for management review
  • Contribute to continuous improvement by identifying process gaps and suggesting enhancements for operational efficiency and risk mitigation

Requirements:

  • Bachelor degree or above
  • 3 years' experience in banking operations, private banking, wealth management, or platform support roles is preferred
  • Strong attention to detail, analytical abilities, and problem-solving skills
  • Good communication and interpersonal skills for supporting internal stakeholders
  • Ability to work accurately under pressure and manage maniple tasks
  • Proficiency in English/Chinese/Putonghua
  • Excellent PowerPoint skills with the ability to create professional presentations

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