Job Description

If you are looking to excel and make a difference, take a closer look at us Job Responsibilities: * Processing Priority Banking application, Priority Banking system Tagging/un-tagging received from all Priority Banking Centers and nationwi If you are looking to excel and make a difference, take a closer look at us Job Responsibilities: Processing Priority Banking application, Priority Banking system Tagging/un-tagging received from all Priority Banking Centers and nationwide branches within TAT of 2 working days. To ensure TAT is met for PFS Marketing on Ad-hoc request such as Reassignment & Retagging of RM portfolio and bulk tagging of RM. Ensure issuance of PB Debit Card (with name embossed) within TAT of 2 working days. To ensure all Customer Report & Request Form received from all PBCs and nationwide branches are attended immediately such as replacement of PB Debit card changing of withdrawal limit & retail purchase limit, tagging/un-tagging of account for PB Debit card Tag Fax Baking Applications and ensure issuance of confirmation letter to PB customers Ensure timely Weekly/monthly Reporting to PFS Marketing on PB applications for RM\'s incentive purposes To ensure the PB leads is attended on time by the PBC RMs to manage customer expectations. To ensure all pre-transaction compliance call backs are performed as per SOP Execute Control Self-Assessment (CSA) of the department Perform call back to customers on confirmation of product disclosure and compliance in accordance to the Customer Risk Profiling framework, this includes call back to the Vulnerable Investors (VI) and daily checking of VI report to ensure no VI is left unattended. Ensure TAT of ad-hoc investigations and findings are met Support Business Unit Compliance Representatives (BUCR) of Retail Wealth Management Services (RWMS) and other compliance representatives that may liaise with for the function and role. Develop and carry out an efficient documentation and filing system to ensure all important documentation are organized and up-to-date. Job Requirements: Minimum Diploma or Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized colleges or university. Good command of English and Chinese (both oral and written) Excellent interpersonal skills. Highly motivated and result-driven Proficient in MS Office such as PowerPoint, Excel, and Words Problem-solving skills - good at troubleshooting and resourceful

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