Support business team to provide quality custody and investor services to institutional clients Products coverage range from various funds and investment products including QDII, QFII, RQFII Assist to provide investor services to Fund managers, Distributors and investors Build, maintain and develop client relationships to maximize business growth Requirements Degree holder…...
Senior Accounting Clerk (Insurance)
Advise daily accounting transactions including bank reconciliation, accounts payable, accounts receivable and general ledger etc. Assist in month end closing, and preparing accounting schedules Manage credit control and collection activities and send follow-ups to the company clients Maintain cash management and update related policies and procedures Assist in preparing statutory…...
Senior Officer, Trust Administration (Bank)
Assist in the preparation and documentation of trust establishment and transfer Handle trust documents including trust deeds, letter of wishes and board resolutions Liaise with both internal and external stakeholders in relation to management and distributions of trust assets Perform due diligence/ KYC documents according to internal guideline and related…...
Business Support Officer – Foreign Bank
Assist the Customer onboarding procedure, including but not limited to KYC, account opening documentation, offer letter and related legal documents etc Assist customers to process daily transaction requests Handle customer enquiries and coordinate with relevant departments on administrative follow up Provide credit support to Corporate Banking relationship managers in conducting…...
Receptionist (Contract) – Financial Institution
Receiving visitors at the front desk by greeting, welcoming and directing them appropriately Answering, screening and forwarding incoming phone calls Receiving and sorting daily mail Booking meeting rooms and prepare everything as required Organizing and scheduling appointments with admin software, such as furniture maintaining, office cleaning, and etc. Activities supporting,…...
Business Support – Commercial Banking
Support Relationship Managers to build commercial clients’ portfolio Handle customer enquiries and coordinate with relevant departments on administrative follow up Assist the Customer onboarding procedure, including but not limited to KYC, account opening documentations, offer letter and related legal documents etc Assist to produce performance management report of the marketing…...
Senior Officer, Accounting and Valuation (Bank)
Job duties: Prepare portfolio valuation in bank Perform net asset value calculation and investment compliance checking Prepare financial statements and maintain proper accounting record for designated portfolios and funds such as private funds and retirement funds, etc. Assist in reviewing fund documents Checker role to monitor the accuracy and review…...
Head, Private Trust Business Development (Bank)
Job duties: Lead the team and develop subordinates, so that staff can perform up to standard Promote and secure trust services to high net worth private trust clients (both bank and non-bank channels) Formulate the goals, objectives and sales plan so as to generate business Improve efficiency and effectiveness of…...
Team Head, Internal Audit (Bank)
Responsibilities: Assist Department Head in establishing appropriate audit charter, annual internal audit plan and draft policies and procedures for compliance by staff in the internal audit function Build a strong professional team, provide regular coaching and feedback for continuous performance enhancement in bank Manage audit team to deliver audit assurance…...
Team Head, Private Trust Administration (Bank)
Job duties: Lead the Administration Team effectively for daily administration works and comply with external regulations and internal company’s procedure manuals Provide operational support to frontline business team Streamline workflows and provide quality services to clients Review and renew trust legal documents before execution Coordinate and liaise with both internally…...