Get AI-powered advice on this job and more exclusive features.Recruiting Hong Kong's Top Project ProfessionalsOperations professional required to help support client onboarding, deceased estates processing and intermediary/external planner functions for my clients Wealth Management business.
Strong understanding around client lifecycle management and exception communication skills are required for this position.Responsibilities:Ensuring all daily processes and SLAs are met within applicable timeframesMaintaining a culture of high performance and excellent service for both internal and external clientsContribute to additional administration projects as requested by managementProvide exceptional client service support to internal and external clients alikeIntermediary & External Planner administrationRequired Skills:Understanding of the various legislation and regulations within the financial services industry (AML, KYC, FATCA and CRS requirements)Understanding of regulatory rules and how they apply to the businessExperience in the production of procedure writing documents, spreadsheetsAcute awareness of risk, with clear focus on control and timely escalation of risk items to managementStrong investigative, analytical and problem solving skillsIf you're interested in finding out more about this role please apply now for immediate consideration.Seniority levelNot ApplicableEmployment typeFull-timeJob functionFinanceIndustriesFinancial Services, Investment Banking, and Banking
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