全职 Executive, Middle Office 工作, 薪水, PhillipCapital 公司招聘中 - Ricebowl

Responsibilities:

• Support Wealth Management Growth in B2B and B2C Channels through active engagement with Advisors/Clients.
• Comfortable and experienced in handling clients from different market segment both retail and corporate.
• Attend to service enquiries on B2B FAME platform and data collection of feedback for better platform enhancement.
• Experienced and familiar client onboarding requirements and regulations.
• Support Account onboarding and Trade Submissions in a timely manner.
• Familiar with equities and wealth management products.
• Generation of regular and customised analytical reports for Channels and B2B Partners to evaluate and make data driven decision.
• Discover, Create and Implement RPA processes to automate the team’s routine processes if possible.
• Actively support Team and relevant stakeholders in the RPA learning journey.

Requirements:

• Independent and able to accomplish tasks with little guidance
• Well-organised, strong follow-up skills and meticulous
• Certifications in CFMAS modules 1A, 5, 6, and 8 will be a strong advantage
• Keen to learn new technological skills and knowledge.
• A recognized diploma/degree in any discipline, preferably in Finance
• Applicants with at least 3 year of relevant work experience preferred
• Good communication and interpersonal skills