Job Description

• Plan and drive the delivery of different projects to support the on-going sales business development and support front line staff;
• Support the implementation and execution of monitoring procedures, checklists and controls to maintain compliance with internal policies, trade rules and regulatory requirements;
• Collaborate with relationship managers, operations, compliance, risk, and technology teams to resolve day-to-day platform-related issues and support ad-hoc projects;
• Prepare and maintain operational reports, dashboards, and records for management review;
• Contribute to continuous improvement by identifying process gaps and suggesting enhancements for operational efficiency and risk mitigation;
• Client onboarding & Maintenance: Assist to handle new account opening, gather client documentation, and execute periodic Know-Your-Customer (KYC) and Anti-Money Laundering (AML) reviews.
• Internal Coordination: Partner with product specialists, compliance, credit, and operations teams to resolve RMs' inquiries and ensure smooth workflow;
• Risk & Compliance Oversight: Ensure all actions follow internal control frameworks and local regulatory requirements.

Requirements:

• Bachelor's degree or above;
• 4 years' experience in banking operations, private banking, wealth management, or platform support roles is preferred;
• Strong attention to detail, analytical abilities, and problem-solving skills;
• Good communication and interpersonal skills for supporting internal stakeholders;
• Ability to work accurately under pressure and manage maniple tasks;
• Proficient in English/ Chinese/ Putonghua;
• Excellent PowerPoint skills with the ability to create professional presentations.

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .