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Platform Management Manager - Private Banking

The Bank of East Asia, Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-10-11
  • Career Level:Senior
  • Location:Not Specified
  • Yr(s) of Exp:7 years
  • Qualification:Degree
  • Employment Type:Full Time
  • Job Function:Admin & HR  Clerical / Admin Staff  Banking / Finance  Financial Services  Others

Job Description

Responsibilities
  • Be a team member of Private Banking Business Strategy & Platform Management team
  • Drive / participate in projects and business initiatives from the Marketing prospective.
  • Provide guidance and assistance to Marketing colleagues in customer KYC, and responding and answering customer queries.
  • Suggest practical measures or feasible solutions to Marketing colleagues in handling and managing special situations of customer activities and requests.
  • Conduct review on customer profiles as and when needed.
  • Ensure that reports (including but not limited to customer profiles and SAQs) submitted by Marketing colleagues are of an acceptable standard.
  • Organize and conduct staff training on Front Office Risk related topics
  • Assist in designing and implementing overall risk management and assessment process, include but not limited to various operational review process.
  • Work closely with Compliance to implement new regulatory requirements.
Requirements

  • University graduate
  • Minimum 7 years of relevant working experience
  • Banking experience (private banking or wealth management industry).
  • Good understanding in banking operations, project management and investment products.
  • Good interpersonal, communication and presentation skills;
  • Good command of both spoken and written English, Chinese (Cantonese and Mandarin);

Company Info

Together, we can achieve more

The Bank of East Asia, Limited ("BEA") is Hong Kong’s largest independent local bank with 58 branches, 49 SupremeGold Centres, and 7 i-Financial Centres throughout the city.

With a team of over 3,700 professionals in Hong Kong and more than 9,900 worldwide, BEA embraces a spirit of teamwork in every challenge.  We invite you to become part of our team and to join us on our journey towards a bright and exciting future.

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