Business Manager, Private Banking

Job Responsibilities :

• Formulate, plan and maintain internal policy, Standard Operating Procedures, manual and application form, including tracking of policies/SOP renew dates, drafting/update/publication of policies/SOP and provide briefing (if required)
• Improve customer journey with system enhancement, process revamp to improve efficiency such as vendor management, system UAT and implementation, provide training, etc.
• Post trades monitoring control: post trade transaction and cross border rules
• Act as a liaison officer between Front Office and Operations in supporting daily BAU process
• Responsible for co-ordination and implement of global projects relating to the alignment of the local business
• Ad-hoc assignments as assigned by PB Head of Business Support

Job Requirements :

• Minimum Bachelor’s Degree in Business Administration/Banking and Finance/Accountancy or a relevant discipline
• 5-8 years of experience in financial institutions (Private Banking, wealth management), knowledge in Account Onboarding/KYC, Credit application/risk assessment, Risk, Controls and/or Compliance
• Effectively bilingual in English and Mandarin as the role requires communication with Chinese speaking colleagues in Hong Kong and Taiwan
• Skills required: managerial, analytical, problem-solving, tasks planning & execution, communication, interpersonal