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Check with seller PB Operations Head 私人銀行營運主管

Published date: November 30, -0001
  • Location: Taipei City, taiwan

新成立之私人銀行部門主管

Job Responsibilities:

l Responsible for managing account services and trade settlement cycle, reconciliation and reporting for PB products and process.

l Lead the account documentation review, screening, static and data inputs as well as account control and monitoring.

l Lead the periodic review and responsible in liaising with Relationship Manager/Marketing Assistant for all review documentation case and/or screening requests.

l Ensure adherence to efficiency and effectiveness KPIs, including quality standards, turn-around time, risk control and overall team productivity.

l Conduct training and provide advisory with respect to documentation requirement, screening queries, transactions settlement and internal policies and procedures manuals to PB Operations and Relationship Manager/Marketing Assistant.

l Work closely with key stakeholders and stay abreast with any regulatory changes pertaining to documentation, screen or transaction settlement process and requirements.

l Facilitate the teams and engage with business for initiatives or project to aim for business growth.

l Liaise with auditors and other stakeholders for audit and assurance related matters.

l Effective people management.

l Effective communication with BUs and supporting departments.

l Participant and drive ad-hoc projects and other duties as assigned.

Minimum Requirements:

l Strong knowledge of Private/Wealth Management and an ability to maintain a high level of accuracy in a deadline driven environment.

l Excellent teamwork skill.

l Strong global communication skill.

l Demonstrated problem-solving ability.

l Demonstrated depth of hand’s on experience.

l Bachelor’s or higher degree with at least 10~15 years’ work experience in private banking or wealth management.

l Proficient in both written and spoken English and Chinese.

Adecco

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