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Account Services (Assistant) Manager (Retail Client on boarding), Operations

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Account Services (Assistant) Manager (Retail Client on boarding), Operations

PAO Bank Limited
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Job Highlights

  • Digital Bank
  • Wealth Management and Insurance
  • Retail customers focus

Responsibilities

  • Provide support to account opening, customer information maintenance for retail customers
  • Participate in UAT testing
  • Perform maker function on the transactions and make sure the tasks are completed on time
  • Conduct name screening (SAS) for client on boarding, periodic review and trigger event review
  • Understand and comply with the standards and procedures set out, as well as relevant local regulatory requirements (including in respect of AML/CFT/KYC, tax, sanctions and embargoes matters)
  • Handle account maintenance tasks for existing customers
  • Assist any ad-hoc duties and UAT assigned by supervisors

Requirements

  • University Degree or above in Business Administration or related disciplines
  • At least 3 years of working experience in financial institutions with wealth management and insurance exposure
  • Mature, self-motivated, able to work independently & under pressure, and willing to accept challenges
  • Prudent and attentive to details
  • Good communication, interpersonal skills, and problem solving skills
  • Good command of both spoken and written English and Chinese, including Mandarin

Interested candidates, please send your detailed resume with contact telephone number, earliest availability date, current and expected salary via Apply Now.


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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Ngau Tau Kok
  • Kwun Tong District
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
  • Permanent
Experience
  • 3 years - 8 years
Career Level
  • Middle management level
Education
  • Degree