Senior Officer, Generalist, Business Management Support, Investment Products
4 days ago
IP&A部門正在尋找一位具備熱情與實力的 Business Management Support 夥伴,與我們一同打造高效、順暢的理財交易體驗
工作內容涵蓋瞬息萬變的市場交易需求,讓您隨時洞悉市場動態;精準的報價、快速的詢價回應,確保每筆交易都完美達成;同時也能透過日常營運 (BAU) 作業,穩固業務基石,是驅動業務運轉的關鍵力量。
我們誠摯歡迎擁有分行理財服務或 Wealth Management Operation經驗的人才,加入我們的團隊
We're seeking passionate and skilled Business Management Support Specialist for our Investment Products & Advisory Department to build an efficient, seamless wealth management transaction experience with us. Your role will involve navigating dynamic market demands, delivering precise quotes and rapid inquiry responses, to ensure flawless execution. You'll also fortify our operations through essential BAU tasks, acting as a pivotal driver of our business. We eagerly welcome individuals with experience in Branch Financial Services or Wealth Management Operations to become a key part of our team
Job Responsibilities:
- Ensure efficiency, timeliness, completeness, and accuracy of daily operations.
- Control and manage time effectively and support teamwork.
- Collaborate with Project Manager to support and enhance procedures for joint targets, such as new initiative projects and campaigns.
- Support the Product team in monitoring risks, corporate action events, launches, and promotions, and ensure timely compliance with local and regional guidelines.
- Maintain and provide analysis reports, regulatory reports, and customer advice.
- Adhere to all relevant external regulatory and internal compliance requirement.
Job Requirements:
Previous working experience in banking operations or wealth management industry.
Moderately in English, both in speaking and writing
Good command in communication and Strong resistance to pressure
Independent, proactive, and positive working attitude.
Detail oriented.
Computing skills such excel, file organization and data analysis ability
Certificates –
Basic Test on Financial Markets and Professional Ethics(金融常識道德)
Proficiency Test for Trust Operations Personnel(信託)
Certification Test for Financial Derivatives Sales Personnel(衍生性金融商品)
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