Account Management Professional
5 days ago
CICC is currently seeking an experienced Operations Specialist to join our team in the Equities Department. In this role, you will be responsible for providing exceptional customer service and ensuring seamless day-to-day operations.
Key Responsibilities:
- Execute comprehensive KYC processes for account openings and investor onboarding, collaborating closely with internal teams.
- Facilitate effective communication between front office staff and clients/counterparties, resolving queries and concerns.
- Process fund transfers and collateral movements according to established compliance guidelines.
- Regularly review accounts, conducting AML, CRS, and PI eligibility assessments.
- Support business development initiatives within the Equities Department, fostering growth and innovation.
Essential Skills and Qualifications:
- Substantial experience in Equities account management and in-depth knowledge of the KYC process.
- Proficiency in CRM systems and ability to thrive in high-pressure environments.
- Advanced PC skills, particularly in Excel and data management, along with fluency in Mandarin and English.
- Minimum Bachelor's degree.
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