Responsibilities Assist in developing private and corporate trustee business and provide quality customer services to potential clients Build rapport with existing trust clients and intermediaries Perform customer due diligence on trust account opening and ensure proper compliance Handle marketing documentation, presentation and promotion materials Perform ad-hoc assignments as required Requirements…...

Job duties: Responsible for handle customer inquiries with private trust business knowledge Assist private trust business development with well customer services and good communication on potential clients; Maintain good relationship with valued customers and intermediaries; Perform Know-Your-Customer process of the new customers in account opening Handle marketing documents, presentation and…...

Responsibilities Develop broker channel for MPF business Prospect new MPF/ORSO business to achieve sales targets Assist in monitoring sales compliance in MPF regulated activities Requirements Diploma or Degree holder with minimum 5 years’ experience in broker channel Solid experience in working with sales force of brokers/IFAs would be an advantage…...

Job duties: Lead a team for the business units in retail banking and to compile MIS business tracking reports Guide the team members to work closely with business and channel teams on campaign management including campaigns design and evaluation etc. Responsible for customer behavioral analysis and evaluation, channels analysis, development…...

Job duties: Responsible for giving advices on customers’ enquiries including employee’s share award schemes & family trusts arrangement Work closely with the head office to meet customers’ needs Maintain excellent relationship with our valued customers and working partners Monitor Know-Your-Customer (KYC) process and compliance matters for trust business Provide training…...

Job duties: Develop brokers / IFA channels for the bank MPF/ ORSO business Solicit business for MPF / ORSO of the bank Job requirements: Diploma or Degree holder and has knowledge in MPF business 2 years’ experience in the business development of broker and agency channel Solid experience in working…...

Job duties: Assist private trust business development with well customer services and good communication on potential clients; Maintain good relationship with valued customers and intermediaries; Responsible for handle customer inquiries with solid private trust business knowledge Perform Know-Your-Customer (KYC) process of the new customers in account opening Handle marketing documents,…...

Responsibilities Manage day to day trust administration and ongoing operations in accordance with regulatory requirements Prepare and review trust documents and KYC documents and ensure proper compliance Maintain client relationships and conduct regular review and workflow streamline to cope with client’s trust needs Maintain good working relationships with internal and…...

Job duties: Lead the Administration Team effectively for daily administration works and comply with external regulations and internal company’s procedure manuals Streamline workflows and provide quality services to clients Provide operational support to frontline businesses and meet up with clients Coordinate and liaise with both internally and externally with business…...

Job duties: Monitor the operation of various settlement systems, including S.W.I.F.T and CCASS etc. Supervise and monitor daily operations of trade settlement, cash management, and corporate action events Communicate with sub-custodians, fund managers, brokers and counter-parties to ensure the settlement process to be completed Prepare various operations procedures manuals for…...