Account Opening and Servicing Officer - Securities Services
Central, Central and Western DistrictOperations
About the role
FinEx AI summary
Handles account administration, customer enquiries and complaints, and due diligence checks in compliance with policies and regulations. Reviews account documentation and monitors workflows to streamline processes. Collaborates with Compliance, Operations, Risk and Technology teams on service delivery and digital transformation projects.
Core skills
Account AdministrationCustomer Due DiligenceSecurities ProductsRegulatory ComplianceSFC GuidelinesHKEX Guidelines
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