职位描述
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职位描述:
职责描述:
main purpose of the job:
lead account service team for sustainable operating, be responsible for client on-boarding documents check, day-to-day account maintenance application review. manage team performance and ensure the process is in compliance with group policies and local regulatory requirements.
key responsibilities and duties:
• to manage kpis and kris of account service team and maintain team overall performance at satisfactory level;
• to verify client’s on-boarding documents including kyc and other account opening documents;
• to review and authorize customer data input and account maintenance/fee conditions in various banking systems;
• to periodically review account status and take follow-up action on dormant accounts;
• to manage safe-keeping of customer files including kyc documents, account opening documents and e-banking documents. ensure documents are properly kept in good order;
• to streamline the process, review and update the procedures according to the prevailing regulations;
• to provide solutions to close identified gaps/issues and timely escalate issues to line manager for covered area;
• ensure account related mi and regulatory reports are submitted to internal stakeholders and local authorities in a timely manner;
• serve as functional expert to participate in business initiatives and projects;
• ad-hoc tasks as assigned by line manager
任职要求:
• at least 8 years experience in account services for corporate clients (minimum 2 -year people management experience)
• detail orientation and strong sense of responsibility
• familiarize with market practice and account related regulatory requirements (fdi/odi registration etc.)
• strong problem solving skills, ability to multi-tasks
• good communication skills
• good command of english in both written and verbal