私人银行部客户关系主任
华侨银行(中国)有限公司
- 公司规模:500-1000人
- 公司性质:外资(非欧美)
- 公司行业:银行
职位信息
- 发布日期:2013-04-26
- 工作地点:上海-浦东新区
- 招聘人数:若干
- 职位类别:其他
职位描述
Roles and Responsibilities:
This position offers a worthwhile challenge, as you will be thoroughly grounded on the fine traditions of private banking and will be able to fully develop your potential as to succeed in this specialised segment of the banking field.
? Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with Code of Conduct and regulatory guidelines by: -
? Observing policies and regulations at all times, include code of conduct, suitability, cross border restrictions and relevant ordinances of China, HK and Singapore.
? Observing internal guidelines and maintaining data confidentiality.
? Understanding the risk profile of the clients. Acting as a gatekeeper and ensure full compliance of sales process, RPQ, annual review of PI, AML, KYC, product mis-matching, etc.
? Keeping client profiles and documentation complete, accurate and up-to-date.
? Contributing to the team’s compliance and operational risk standards by briefing new team members (RM and SO) about key procedures include order taking procedures, system access, business recovery and DR site, client relationship, etc.
? Ensuring new regulatory/ internal policies are implemented and rolled up properly.
? Respond to all clients’ enquiries and instructions; follow up on client issues and requests.
? Coordinate with OCBC & BOS’s Product Groups, Operations, finance and other functional counterparts.
? Prepare account review materials for Head of Private Banking and RM to review on a regular basis.
? Alert Head of Private Banking and RM or respective parties should special actions be required.
? For dual-control and risk monitoring purpose, this position is to support and back-up the Business development /Operation manager to perform the function as operational risk/compliance/finance/pre-audit coordinator.
? Prepare regular and ad-hoc reports.
? Provide internal administrative work like car management, scheduling appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions and other work relating to IT/business service/property service department.
? Provide client support to all PB staff, include maintaining and updating client transaction records/ reports as well as client data (e.g. contact lists, account numbers, facilities details, status of credit reviews/ renewals, etc.), producing presentation materials, collecting and preparing product and marketing materials etc.
岗位要求 : (知识和技能,学历,经验,个性等)
Requirements:
? Holds a bachelor’s degree, or equivalent.
? Understand the basic mechanism of common financial products and services
? Familiar with banking procedures and compliance standard for China
? Knowledge in credit, sales and marketing is preferable
? Analytical, meticulous, sensitive to details and odds
? Excellent communication and customer service skills
? Fluency in both Chinese & English is essential
? Distinction on seniority based on years of experience
? A good team player
? Effective communication and computer skills
? Attention to details and diligent
主要工作职责:
? 维护系统及各种相关权限确保部门业务符合各项法律法规
? 遵守员工行为准则,了解中国大陆、香港以及新加坡相关的法律法规及条例。
? 遵守内部政策,对客户信息保密。
? 对客户风险有全面的了解,确保销售流程、反洗钱、尽职调查,产品匹配等符合合规要求。
? 保管客户文件,确保客户资料及文件是最新的,确保其齐全。
? 协调操作风险部、合规部,能够为新同事简单的讲解关键流程包括下单、系统登录,业务恢复,紧急事件业务恢复地点,客户关系等。
? 确保法规及内部政策能及时落实并执行
? 回复客户的咨询,依照客户指示行事,跟进客户的问题及满足客户的需求。
? 负责协调OCBC、BOS内部的产品部门及操作、财务及其他相关部门
? 定期为客户经理、私人银行部总经理准备客户材料
? 支持业务拓展经理/操作经理的工作并作为其后备,履行操作风险、合规、财务,预审计联络人的工作职能。
? 准备日常以及临时的报表、报告。
? 内部行政管理工作如车辆管理,安排会客时间表,安排出差、会议、接待以及其他和IT,业务服务部,物业服务部相关的工作。
? 对部门内所有的员工提供客户支持服务,包括维护及更新客户交易记录/报告及数据(如客户通讯录,帐号,目前状态等),准备演讲材料如PPT,收集及准备产品、营销材料等。
岗位要求 : (知识和技能,学历,经验,个性等)
? 学士学位持有者,或同等学历
? 对银行的金融产品及服务有一定的了解
? 熟悉境内银行内部流程及合规要求
? 对信贷、销售及市场营销有一定的了解将会优先考虑
? 有团队合作精神
? 良好的沟通技巧,计算机水平熟练
? 对细节敏感,工作勤奋
? 中英文流利
? 遵守所有的信息安全标准和方针
This position offers a worthwhile challenge, as you will be thoroughly grounded on the fine traditions of private banking and will be able to fully develop your potential as to succeed in this specialised segment of the banking field.
? Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with Code of Conduct and regulatory guidelines by: -
? Observing policies and regulations at all times, include code of conduct, suitability, cross border restrictions and relevant ordinances of China, HK and Singapore.
? Observing internal guidelines and maintaining data confidentiality.
? Understanding the risk profile of the clients. Acting as a gatekeeper and ensure full compliance of sales process, RPQ, annual review of PI, AML, KYC, product mis-matching, etc.
? Keeping client profiles and documentation complete, accurate and up-to-date.
? Contributing to the team’s compliance and operational risk standards by briefing new team members (RM and SO) about key procedures include order taking procedures, system access, business recovery and DR site, client relationship, etc.
? Ensuring new regulatory/ internal policies are implemented and rolled up properly.
? Respond to all clients’ enquiries and instructions; follow up on client issues and requests.
? Coordinate with OCBC & BOS’s Product Groups, Operations, finance and other functional counterparts.
? Prepare account review materials for Head of Private Banking and RM to review on a regular basis.
? Alert Head of Private Banking and RM or respective parties should special actions be required.
? For dual-control and risk monitoring purpose, this position is to support and back-up the Business development /Operation manager to perform the function as operational risk/compliance/finance/pre-audit coordinator.
? Prepare regular and ad-hoc reports.
? Provide internal administrative work like car management, scheduling appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions and other work relating to IT/business service/property service department.
? Provide client support to all PB staff, include maintaining and updating client transaction records/ reports as well as client data (e.g. contact lists, account numbers, facilities details, status of credit reviews/ renewals, etc.), producing presentation materials, collecting and preparing product and marketing materials etc.
岗位要求 : (知识和技能,学历,经验,个性等)
Requirements:
? Holds a bachelor’s degree, or equivalent.
? Understand the basic mechanism of common financial products and services
? Familiar with banking procedures and compliance standard for China
? Knowledge in credit, sales and marketing is preferable
? Analytical, meticulous, sensitive to details and odds
? Excellent communication and customer service skills
? Fluency in both Chinese & English is essential
? Distinction on seniority based on years of experience
? A good team player
? Effective communication and computer skills
? Attention to details and diligent
主要工作职责:
? 维护系统及各种相关权限确保部门业务符合各项法律法规
? 遵守员工行为准则,了解中国大陆、香港以及新加坡相关的法律法规及条例。
? 遵守内部政策,对客户信息保密。
? 对客户风险有全面的了解,确保销售流程、反洗钱、尽职调查,产品匹配等符合合规要求。
? 保管客户文件,确保客户资料及文件是最新的,确保其齐全。
? 协调操作风险部、合规部,能够为新同事简单的讲解关键流程包括下单、系统登录,业务恢复,紧急事件业务恢复地点,客户关系等。
? 确保法规及内部政策能及时落实并执行
? 回复客户的咨询,依照客户指示行事,跟进客户的问题及满足客户的需求。
? 负责协调OCBC、BOS内部的产品部门及操作、财务及其他相关部门
? 定期为客户经理、私人银行部总经理准备客户材料
? 支持业务拓展经理/操作经理的工作并作为其后备,履行操作风险、合规、财务,预审计联络人的工作职能。
? 准备日常以及临时的报表、报告。
? 内部行政管理工作如车辆管理,安排会客时间表,安排出差、会议、接待以及其他和IT,业务服务部,物业服务部相关的工作。
? 对部门内所有的员工提供客户支持服务,包括维护及更新客户交易记录/报告及数据(如客户通讯录,帐号,目前状态等),准备演讲材料如PPT,收集及准备产品、营销材料等。
岗位要求 : (知识和技能,学历,经验,个性等)
? 学士学位持有者,或同等学历
? 对银行的金融产品及服务有一定的了解
? 熟悉境内银行内部流程及合规要求
? 对信贷、销售及市场营销有一定的了解将会优先考虑
? 有团队合作精神
? 良好的沟通技巧,计算机水平熟练
? 对细节敏感,工作勤奋
? 中英文流利
? 遵守所有的信息安全标准和方针
公司介绍
华侨银行中国简介
华侨银行(中国)有限公司(“华侨银行中国”)于2007年8月1日正式成立。总部设在上海的华侨银行中国是新加坡华侨银行(“华侨银行”)的全资子公司。
自1925年在厦门设立第一家分行起,华侨银行一直保持在中国的持续经营。在这87年内,华侨银行不仅没有间断过在中国的业务和服务, 我们也是1949年后在中国大陆连续经营的四家外资银行之一。
华侨银行中国的注册资本为人民币35亿元(约合新币6亿9800万元)。目前华侨银行中国聘有超过750名员工,除了上海总部,华侨银行中国在上海、北京、厦门、天津、成都、重庆、青岛和广州都设有分支机构。
至目前为止,我们位于上海及成都的分支行都已获得银监会批准经营全面人民币业务的许可。随着我们人民币业务的展开,我们已经开始逐步推出针对个人客户的人民币产品和服务,包括人民币外币活期存款、定期存款、人民币一天及七天通知存款、人民币以及外币的结构性理财产品、房贷、保险、外汇买卖及汇款、及留学、工作签证资金证明等产品与服务。
更多的信息请登陆华侨银行中国的官方网站:www.ocbc.com.cn
华侨银行(中国)有限公司(“华侨银行中国”)于2007年8月1日正式成立。总部设在上海的华侨银行中国是新加坡华侨银行(“华侨银行”)的全资子公司。
自1925年在厦门设立第一家分行起,华侨银行一直保持在中国的持续经营。在这87年内,华侨银行不仅没有间断过在中国的业务和服务, 我们也是1949年后在中国大陆连续经营的四家外资银行之一。
华侨银行中国的注册资本为人民币35亿元(约合新币6亿9800万元)。目前华侨银行中国聘有超过750名员工,除了上海总部,华侨银行中国在上海、北京、厦门、天津、成都、重庆、青岛和广州都设有分支机构。
至目前为止,我们位于上海及成都的分支行都已获得银监会批准经营全面人民币业务的许可。随着我们人民币业务的展开,我们已经开始逐步推出针对个人客户的人民币产品和服务,包括人民币外币活期存款、定期存款、人民币一天及七天通知存款、人民币以及外币的结构性理财产品、房贷、保险、外汇买卖及汇款、及留学、工作签证资金证明等产品与服务。
更多的信息请登陆华侨银行中国的官方网站:www.ocbc.com.cn
联系方式
- 公司地址:东方路710号汤臣金融大厦
- 邮政编码:200122