If you’re looking for a career where you can make a real impression, join the bank and discover how valued you’ll be.
Whether you want a career that could take you to the top, or simply take you in an exciting new direction, the bank offers opportunities, support and rewards that will take you further.
Commercial Banking
the bank’s Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.
For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services.
As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.
We are currently seeking a high caliber professional to join our team as Vice President, Customer Onboarding & Specialist
Principal responsibilities
Identify CDD requirement gap by analyzing customer information to ensure collection of sufficient information and supporting documents required for the completion of the account opening
Understand customer context, oversee goals, and provide product information to best serve
Improve product penetration and customer retention and helping foster positive customer relationships
Oversee the end-to-end CDD and onboarding process and ensure the execution excellence.
Reengineer the customer on-boarding process flow to continuously improve efficiency and effectiveness.
Make recommendations on all client on-boarding decisions according to the sufficiency in fulfilling CDD requirements and raise exception / variance approval requests with sufficient justifications.
Qualifications - External
University degree...
Experience: Mid / Senior level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
University degree in Business Administration or related disciplines
Proven years of work experience in providing high standard of customer service preferred
Knowledge in commercial banking and Know Your Customer (KYC) regulatory requirements on corporate customers
Passes in the Hong Kong Securities and Investment (HKSI) Paper 1, 7 and 8
Experience in handling CDD review for corporate customers preferred
Good communication and interpersonal skills
Proficiency in both spoken and written English and Chinese
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
