Wealth Business Service Clerk

Group Chief Operating Office is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. Group Chief Operating Office combines global expertise and technology to help keep us ahead of the competition.

People responsibility: N
Report to : VP Wealth Business Services

<Job Content>

1. To process/consolidate/reconcile centralized transactions complied with BIM, FIM, MOF, Credit Policy, Trust regulations and FX regulations prompt and accurately.
2. To report system/transaction problems to WBS Manager immediately if any.
3. To act as A/C holder's consultant for transaction problems and government regulations, and be response to customer requests or refer customers special requests to WBS Supervisor.
4. To provide professional solutions while customers consult about transaction services.
5. To investigate and re-issue customer investment related notification/interest receipt.
6. To monitor and follow up outstanding cases and report the progress to WBS Manager daily.
7. To participate in UAT and system enhancement for new investment projects.
8. To generate data and consolidate statistics to prepare required reports for OTC, TAX Adm., Central Band for China.
9. Other additional assignments assigned by superiors.
10. To perform monthly/surprise balance.
11. TA of HUB DBU and OBU site.

<Skills Requirements> 

• University or above.
• With working experience in banking and obtain general banking operations knowledge.
• Familiar with investment procedures and banking system.
• Good in English communication skills

<License/Qualification Requirement> 

• Trust License-Level 4 is required.
• Internal control license is preferred.