14 дней назад
Client Service Network Officer
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Service Network Officer (Banking/Wealth Management): Supporting the smooth delivery of private clients’ instructions and documentation between front and back office with an accent on operational issue resolution, document verification, and client communication. Focus on reviewing banking documentation, solving operational queries, improving processes, and participating in system enhancement projects.
Location: Hong Kong
Company
operates in wealth management and provides banking services.
What you will do
- Support the Front Office as the first point of contact for operational issues and queries.
- Coordinate the smooth and timely delivery of client instructions and documentation between the Front and Back Office.
- Conduct independent verification with private clients.
- Perform first-level checks and reviews of client instructions and documentation.
- Handle banking transaction and documentation enquiries from internal clients.
- Support projects, data maintenance, reporting, team coordination, and process improvement initiatives.
Requirements
- Diploma or degree.
- Minimum 3 years of relevant experience in banking, wealth management, or financial services.
- Private banking experience is strongly preferred.
- Excellent written and spoken English and Chinese, including Mandarin, is required.
- Strong problem-solving, stakeholder management, multitasking, and attention to detail skills.
- Excellent IT skills, especially Excel; experience with AI tools is preferred.
Culture & Benefits
- Full-time middle office position supporting front-to-back operational delivery.
- Opportunities to participate in system enhancement and other business projects.
- Focus on continuous process and efficiency improvements.
- Work includes collaboration with Front Office and Operations stakeholders.
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