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Private Banking Business Manager (Contract)

The Private Banking Business Manager is responsible for coordinating training sessions, overseeing onboarding processes, and supporting front-office staff at a financial institution in Hong Kong. The position requires at least five years of experience in the financial sector, a strong understanding of regulatory frameworks, and excellent communication skills in English and Chinese.

Job description

The position of Private Banking Business Manager (Contract) in Hong Kong involves the following responsibilities:
  • Coordinate and conduct training sessions (on systems, processes, policies, and procedures) for front-office and business support staff to ensure that all team members are up to date.
  • Overseeing and coordinating onboarding training for new front-office employees.
  • Organizing monthly CRO/CSO meetings and collaborating with department heads.
  • Partner with Market Group Heads on CRO/CSO cost allocation reporting.
  • Handling and responding to ad hoc inquiries and conducting routine follow-ups on operational incidents.
  • Providing prompt and professional support to front-office staff.
  • Conducting ex-ante compliance checks on deposits initiated by front-office staff.
  • Participate in and contribute to specific tasks, process improvement initiatives, and system improvement projects.
  • Support for user acceptance testing (UAT) for system changes.
  • Monitoring and management of administrative tasks.
  • Monitoring and managing the client inquiry and feedback mailbox.
  • Conducting data analyses and preparing Management Information System (MIS) reports.
  • Support for corporate governance initiatives and assistance with the implementation and monitoring of corporate governance frameworks and practices.

Requirements

The position requires:
  • A university degree with at least 5 years of experience in the financial sector, preferably in private banking.
  • A strong understanding of relevant regulatory and compliance frameworks and comprehensive knowledge of banking operations.
  • Excellent proficiency in English and Chinese (Cantonese and Mandarin).
  • Proficiency in Microsoft Office applications.
  • Experience coordinating cross-functional projects or initiatives within a financial institution is a plus.
  • A collaborative team player with the ability to work independently in a fast-paced environment.
  • Strong analytical and problem-solving skills.
  • A proactive, highly motivated, and results-oriented individual with an eye for detail.
  • A willingness to learn, a service-oriented mindset, and a commitment to providing high-quality services.

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