Job description
工作職責：
This job is to be performed by an Account Management Team (AMT) Operations Specialist who is responsible for account management and client relationship management of Equities Department.
• Equities Know-your-client process for account opening and investor onboarding process
• Conduct regular account review exercises such as Anti-Money Laundering (AML), Common Reporting Standard (CRS) and Professional Investor eligibility
• Support new business initiatives of Equities Department
• Equities Know-your-client process for account opening and investor onboarding process
• Conduct regular account review exercises such as Anti-Money Laundering (AML), Common Reporting Standard (CRS) and Professional Investor eligibility
• Support new business initiatives of Equities Department
任職資格：
Skills and Abilities
• Upright, humble, diligent with high moral values
• Experience with Equities account documents and knowledge on know-your-client (KYC) process
• Familiar with Client Relationship Management (CRM) system
• Ability to work efficiently under pressure
• Good command in PC skills, in particular Excel and data management
• Good command in Mandarin and English
Qualifications
• Bachelor degree or above
• Upright, humble, diligent with high moral values
• Experience with Equities account documents and knowledge on know-your-client (KYC) process
• Familiar with Client Relationship Management (CRM) system
• Ability to work efficiently under pressure
• Good command in PC skills, in particular Excel and data management
• Good command in Mandarin and English
Qualifications
• Bachelor degree or above
Requirements
- 投資人開戶
- 反洗錢審查
- 支持業務創新
- 股票客戶管
Skills
客管
反洗錢
數據
電腦