China Construction Bank

Platform Management Senior Specialist (BB-72A25)

Found in: Neuvoo HK

Description:

Main Responsibilities :

- Ensure that the client� investment/insurance transaction procedures are conducted in line with Bank� policies.
- Review the pre-order document to ensure Suitability Assessment is properly processed and all required supporting
document and approval are obtained from branches before the audio recording
- Review the audio recording of investment orders and identify the potential issues
- Ensure all required document and audio recording are properly completed.
- Regular feedback to branches for the identified issues for investment orders for rectification
- Ensure the rectifications are properly completed by branches
- Review and process CISE reporting
- Prepare Management report for quality of investment orders
- Assist Branches to execute the investment phone orders if necessary
DisplayQualifications("- 5 subjects at Grade E/ Level 2 or above in HKCEE/ HKDSE including Chinese, English and Mathematics
- Qualification in IIQE/HKSI related areas are required (For associate who performed I&I business activities)
- Good Command of Cantonese, English and Putonghua
- Courteous, pleasant and meticulous
- Able to work under pressure and handle multi-task
- At least 2 year working experience in bank industry. Post secondary diploma or University degree with less experience will
be accepted.
- Proficiency in PC software i.e. Words and Excel
Requirements : - 5 subjects at Grade E/ Level 2 or above in HKCEE/ HKDSE including Chinese, English and Mathematics
- Qualification in IIQE/HKSI related areas are required (For associate who performed I&I business activities)
- Good Command of Cantonese, English and Putonghua
- Courteous, pleasant and meticulous
- Able to work under pressure and handle multi-task
- At least 2 year working experience in bank industry. Post secondary diploma or University degree with less experience will
be accepted.
- Proficiency in PC software i.e. Words and Excel
Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.

calendar_today5 days ago

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info Full Time

location_on Hong Kong

work China Construction Bank

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