Key Responsibilities:

·      Maintain sound operations policies, procedures and systems in alignment with the business objectives of Personal and Business Banking Group with due consideration for striking a balance among efficiency, flexibility, control and customer service.

·      Design and implement adequate controls to ensure compliance with new or revised regulatory requirements.

·      Ensure operational risks of new banking products / services are adequately addressed and proper internal controls are in place.

·      Review the existing operations process and initiate system enhancements to streamline processes and improve operational effectiveness, efficiency and productivity.

·      Ensure smooth implementation of new policies and procedures, and launching of new products...

Key Responsibilities :

•             Perform annual cycle of needs analysis by partnership with team head and HR Business Partners to perform the process.  Identify skills / capability gaps and develop proper learning solutions to address Personal & Business Banking Group Operation and Sales Staff capabilities development needs. 

•             Apply analytical and innovative thinking in designing, developing and delivering high quality programs and courseware that address internal customer’s business requirements.

•             Craft communication to promote programs rollout, market learning programs and to foster a learning and engagement culture.

•             Develop and conduct new joiners’ programs across PBG front line business, operations, and back office...

Description

• Take charge to manage the upsell strategies to grow segment portfolio through relationship deepening and investment & insurance cross-selling
• Responsible to develop the portfolio marketing program mechanics with justified P&L, at the same time to monitor the results of product related BTL promotions, such as portfolio winback, anti-slideback & retention program, etc.
• Perform portfolio analysis to identity risk and opportunities in the portfolio
• Take charge to formulate portfolio strategy to promote core Investment and Insurance services to all segments of customers, including Private Client.
• Working closely with different teams, including Product Team, Sales Channel, Marketing, Operation, Finance, Compliance, Legal, etc. on the development of cross-selling strategy and...

Description

• Support the Head of Digital Banking to drive the digital strategy for the bank, especially on emerging FinTech solutions
• Design the consumer’s digital journey on our digital assets with remarkable customer experience and maximize the opportunity for product acquisition, cross-selling, and cost savings
• Lead and manage multiple digital initiatives for on-time delivery
• Work closely with a wide range of stakeholders including product owners users, compliance, legal, infosec, operations and technology, and external vendors to construct and deliver quality digital service solution
• Prepare project documentation for user requirements, testing plan, risk assessment and internal training
• Work closely with regional and global for project preparation and prioritization

The key responsibilities of the position

• Dedicated support on product materials revision to meet latest regulatory (e.g. HKMA & AMCM) and compliance comments.
• Provide support on product materials preparation and proof-reading (e.g. materials for approval; Chinese translation; develop glossary table of prohibited wordings …etc.)
• Provide support on launching business initiatives (e.g. Vitality, rider, OTP enhancement …etc.)
• Assist the team on product launch preparation (e.g. generate illustration case, simple calculation…etc.)
• Provide administrative support on frontline communication (e.g. campaign memo preparation; comparison preparation; proper filing… etc.)

Description

• Assist Team Manager to build revenue and volume momentum
• Monitor individual TSR’s daily sales performance through call monitoring
• Ensure a high standard of quality service delivered and coach TSRs in order to achieve target
• Review MIS report to measure TSR standard of performance
• Handle and track customer complaints, investigate root cause and rectify with corrective and preventive measures
• Provide training, team briefing, case sharing to enhance selling and servicing skills

Description

• Perform credit processing and credit underwriting for Unsecured Products (eg. Card, Unsecured Personal Loan)
• Render support on quality check to ensure compliance with the regulatory requirements and credit policy
• Support end-to-end application processing to cope with the business growth
• Monitor turnaround time (TAT) of applications within SLA commitment
• Exercise credit judgment in evaluating applications relating to both personal credit facilities/loan products in compliance with the established policy guidelines as well as operating procedures and capable of striking a balance between risk and reward
• Prepare regular and specific MIS/credit management reports for management review
• Perform various credit control and monitoring functions
• Participate in system project...

Responsibilities

• Assist senior investment bankers in the origination/evaluation of potential deals, marketing initiatives, and management of client relationship
• Handle the execution of corporate finance transactions including IPOs, financial advisory, takeovers, mergers and acquisitions and other fund raising activities
• Responsible for handling due diligence, record keeping, internal compliance, coordination and management of other professional parties on the transactions
• Communicate with clients, professional parties and regulators, including the Stock Exchange and the SFC
• Manage other special projects and initiatives as assigned by supervisor

• Report(s) to:   Head of Human Resources and Administration

Job Scope:       Manage General Administration team to perform all supporting function include corporate real estate services, physical security management, procurement services, vendor services management and general services support for the Company.

Principal Duties & Responsibilities:

• Lead team members to perform duties in operational efficiency manner by means of certain workflow review.
• Lead premises related projects / manage the portfolio and office renovation / restack works.
• Prepare management report / annual budget in according to Management instruction.
• Review departmental policy and procedures to cope with up-to-date environment.
• Review the non-IT expenses and ensure it is in cost effective manner.
• Coach team...

Principal Responsibilities

• Manage the development of multi-channel integration strategy to unify the operation & systems workflow and ensure the consistency in service delivery
• Analyze the existing business processes to identify the improvement areas
• Propose the new initiatives to enhance customer experience, uplift the cost / operation efficiency and effectiveness, increase sales capacity and meet the internal & external compliance requirement
• Drive and implement initiatives by liaising with business partners to meet the delivery schedule
• Conduct the post-implementation evaluation for continuous improvement