Operations Specialist

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

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