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瑞银企业管理(上海)有限公司招聘Group Ops -Client Service

  • 工作地点:北京
  • 招聘人数:1人
  • 薪资待遇:10000-25000元/月
  • 发布日期:2018-10-04
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职位描述:

Job Description :

The job holder is required to verify tasks as dual control (4-eye); eure the accuracy, timeliness and compliance of operatio; periodical review workflow, SOP and control points and update when necessary; support team efficiency improvement and cost saving; report any irregularities and timely escalate to supervisor or line manager; complete other tasks line manager assig, daily job will include:

-Client document verification and management including account opening, doc update and account closing.

-Client information maintenance, documentation filing and management

- Managing client communication including client statement preparation

-Pre-checking on client credit document prepared by client advisor according to internal procedure and checklist to eure the application document is in compliance with DOA, document provided is in completeness

-Document pre-checking for loan disbuement, repayment or exteion

-Certifying reports for internal clients on a regular basis, ie. daily credit monitoring report to credit risk management and business

-Respoible with relevant regulatory reporting.

- The contact window of projects in relation to OPS client service process.

- Participate in EM OPS relevant events.

- Respoible with streamlined process of client service.

Candidate Requirements & Key Criteria Important for this Role:

-Bachelor degree OR above in a relative discipline or holder of relevant professional qualificatio

-Min 4+ yea client onboarding experience in the financial industry is required, product knowledge covering RMB FX/MMtandby LC, Loan and WM investment products, ie. QDII, DCI and MF.

-Good English communication & writing skills.

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