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我們為你找到了 457 份工作
參考編號 : ZJ00005539
Support the Client Documentation Service team on the routine processing and ad-hoc activities including:
- Account opening related system maintenance
- Web enrollment set up and maintenance
- Credit documentation verification
- GFCID monitoring
- CRF report
- Managed (CIM & Pershing) accounts opening
- Welcome package preparation
- Returned mail
- Company Search coordination
- All confirmation letters printing and mailing arrangement
- IOS letter reconciliation (Daily update & letter generation)
- Reports generation and checking
參考編號 : ZJ00005540
- Provide administrative support to a Private Banking Team
- Report to Business Admin Manager, work with the Team Executive to support the team admin
- Assist GMM for secretarial works
- Support expense claims/review
- Maintain various excel tracking
- Prepare presentation decks
參考編號 : ZJ00005537
- Assist associate banker in all aspect of administrative issues
- Conduct private banking services within the framework of established company policies and relevant local/US regulations
參考編號 : ZJ00005535
- Support application processing for Card and Personal Loan products
- Handle application and documentation e.g. receive & distribution, retrieval, scanning, etc.
- Data entry and maintenance
- Handle application enquiries from internal/external customers
參考編號 : ZJ00005536
- Perform customer on-boarding, review for retail banking customers
- Conduct customer CDD/KYC review, including Transaction Monitoring, Trigger Event Review, Periodic Review
- Handle AML assessment, such as name screening
- Review the integrity and authenticity document(s) submitted by customers
- Conduct outreach call and follow up customers' inquiries
- Shift duty required
參考編號 : ZJ00005534
- Provide administrative support to the team such as ordering stationary, name cards, chops, envelope/letterheads
- Raise requests to relevant department such as new hire set up, voice log / systems access for team members
- Assist to prepare expense reports, order company search of new clients/prospects, arrange and coordinate client events
- Coordinate the yearly order for clients/colleagues such as moon cakes, red packets, fit notes and tangerines
- Help consolidating and chasing report
參考編號 : ZJ00005533
- Drive the loyalty programs such as customer community engagement
- Grow customer value through innovative marketing programs
- Support UI/UX enhancement of online shop
- Provide all-round supports on marketing campaigns within the team
- Perform market analysis and research
- Participate in the daily team operation to understand the team and business nature
- Handle ad-hoc projects as assigned
參考編號 : ZJ00005532
- Understand the process flow to onboard each Special Segregated Account (SPSA) for institutional client within deadline
- Liaise with multiple internal stakeholders (Sales & Trading / Investment Manager / Custodian / Account Control / Legal) regarding the sub accounts onboard using SPSA model to trade
- Answer the queries from internal stakeholders regarding the subject matters
- Liaise with Local Custodian / HKEX for the SPSA ID application
- Ensure all internal mapping and account / slang linkage is updated before the live date
- Liaise with internal legal department of any special terms change request from client on the risk disclosure letter
- Provide updates to sales management team regarding the latest SPSA account status
參考編號 : ZJ00005529
- Act as branch & event coordinator and back-up to certain administrative tasks
- Arrange conferences, meetings and travel reservations, etc.
- Setup/Coordinate monthly branch Managers and sales team meeting
- Take up the offloading admin tasks from Branches such as new hired on boarding system IDs setup/access cards application/arranging stationary ordering, etc.
- Handle all sort of administrative projects for both branch and non-branch
- Coordinate and maintain the daily schedules of the meeting and event log
- Back up Secretarial support to Sales Management Team
- Conduct all other duties as directed by Sales Management Team
- Support all related COVID administrative tasks
參考編號 : ZJ00005523
- Handle in and outbound calls with focus on service engagement and operation fulfilment
- Handle inquiries and transactions on banking products
- Conduct questionnaires on risk profiling through phone and lodge the information in the system
- Perform reconciliation on control on risk profiling
- Good understanding of branch banking procedures and concepts
- Deliver good customer service to ensure superior banking experience to customers
