AMT Operations Specialist

崗位職責

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.

1. Equities Know-your-client process for account opening and investor onboarding process.

2. Conduct regular account review exercises such as Anti-Money Laundering (AML), Common Reporting Standard (CRS) and Professional Investor eligibility.

3. Support new business initiatives of Equities Department.

崗位要求

1. 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

2. Qualifications
- Bachelor degree or above

3. Disclaimer
-The preceding job description has been designed to indicate the general nature and level of the work performed by employees within this classification. It is not designed to contain or be interpreted as the comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.