中金公司Equities Operations Specialist

企业直聘
发布时间:2021-09-07 招聘类型:社会招聘 来源:中金公司 岗位热度:1
公司/部门:股票业务部 工作地点:香港

工作职责:

This job is to be performed by an Account Management Team Operations Specialist who is responsible for account management and client relationship management of Equities Department. S/he will frequently collaborate with the AMT Team in China to, but not limited to:

? Conduct the account review exercises on Anti-Money Laundering (AML), Common Reporting Standard (CRS), FATCA and Professional Investor B (PIB)
? Co-ordinate the input of CICC service into CRM systems, verify the content and export into clients’ customized systems

任职资格:

Skills and Abilities

? Experience with Equities account documents and knowledge on know-your-client (KYC) process
? Familiar with Client Relationship Management (CRM) system
? Good command in PC skills, in particular Excel and data management
? Good command in Mandarin and English

Qualifications

? Bachelor or above is preferred
? Fluency in Mandarin and English is a must
? Knowledge of and exposure to China market is a plus

*Permanent opportunity may be offered to temporary staff with elite performance during the contract period.

Disclaimer
The preceding job description has been designed to indicate the general nature and level of the work performed by employees within this classification. It is not designed to contain or be interpreted as the comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

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