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Operations Management Executive
2 weeks ago
Job Overview:
CMB Wing Lung Bank is seeking a highly skilled Operations Management Executive to join our team. As an Operations Management Executive, you will be responsible for overseeing the daily operations of our bank, ensuring that all transactions are conducted in compliance with our policies and legislative requirements.
About the Role:
- This role involves obtaining information from customers and preparing documents for processing annual credit reviews or high-risk customer annual reviews and opening of accounts.
- You will involve in executing clients' instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner.
- The successful candidate will process margin account reviews and high-risk customer annual reviews, proactively monitor clients' account status, and report any irregularities.
- You will ensure that all transactions are in compliance with the Bank's policies and legislative requirements.
Key Responsibilities:
- Obtain information from customers and prepare documents for processing annual credit reviews or high-risk customer annual reviews and opening of accounts.
- Execute clients' instructions, perform account opening procedures, prepare and collect documentation from clients in a timely and accurate manner.
- Process margin account reviews and high-risk customer annual reviews.
- Proactively monitor clients' account status and report any irregularities.
- Ensure that all transactions are in compliance with the Bank's policies and legislative requirements.
Requirements:
- Minimum 3 – 5 years of related experience.
- Excellent command of spoken and written English and Chinese (Putonghua an advantage).
- Pleasant and outgoing personality with good interpersonal and communication skills.
- Strong self-motivation and ability to work under pressure.
- Qualification in ECF is preferred.