Operation Manager (Middle Office), Private Banking

Responsibilities:- Provide account opening support, account transactions, credit, loan and investment related transactional processing; covering all kinds of investment products including system input, order maintenance and risks monitoring, etc.

• Attending to general client queries. Liaise with internal and external parties to fulfill client requests and administrative follow-up.
• Monitor the status of credit exposure/excess of client portfolios to ensure that no unauthorized and/or excessive credit facility is granted to clients and all transactions are processed according to bank's credit policies.
• Ensure that account opening documents and credit documents are in order. Follow up on outstanding documents.
• Regularly review operating procedures and guidelines, and continue to optimize processes and system functionality to improve service quality and productivity.

• Fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, reputational and other risks; to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity during and after client on-boarding process.

  Requirements:- Degree or above with major in Finance or related discipline, or have experience on Banking products, transactions and services

• At least 4-6 years solid working experience in banking/credit operations, preferable in private banking business
• Interpersonal skills - communicating effectively and provide value adding advice to others, influencing effectively
• Ability to analyze situations, prioritize and implement processes effectively.
• Be innovative and have strong team spirit
• Concrete experience on data analysis of Customer and/or transactions is preferable
• Familiar with MS Office tools: Word, Excel and PowerPoint
• Fluent speaking in English, Cantonese and Mandarin is preferable

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