Sales Operations & Onboarding Lead

Bank of China (Hong Kong) Limited; Hong Kong Island; Presencial; HKD 420.000 - 660.000; Jornada completa

Descripción de la vacante

Bank of China (Hong Kong) Limited is seeking a capable operations professional to plan and drive project delivery supporting the sales business and frontline staff. You will collaborate with relationship managers, compliance, risk, and technology to resolve platform issues and support ad-hoc initiatives, and you will prepare operational reports and dashboards for management review.

The role emphasizes attention to detail, strong communication, and the ability to manage multiple tasks under

Formación

• Bachelor's degree or above.
• 4 years' experience in banking operations, private banking, wealth management, or platform support roles preferred.
• Strong attention to detail, analytical abilities, and problem-solving skills.
• Good communication and interpersonal skills.
• Ability to work under pressure and manage multiple tasks.
• Excellent PowerPoint skills to create professional presentations.

Responsabilidades

• Plan and drive the delivery of different projects to support the on-going sales business development and support front line staff.
• Support the implementation and execution of monitoring procedures, checklists and controls to maintain compliance with internal policies, trade rules and regulatory requirements.
• Collaborate with relationship managers, operations, compliance, risk, and technology teams to resolve day-to-day platform-related issues and support ad-hoc projects.
• Prepare and maintain operational reports, dashboards, and records for management review.
• Contribute to continuous improvement by identifying process gaps and suggesting enhancements for operational efficiency and risk mitigation.
• Client onboarding & Maintenance: Assist to handle new account opening, gather client documentation, and execute periodic Know-Your-Customer (KYC) and Anti-Money Laundering (AML) reviews.
• Internal Coordination: Partner with product specialists, compliance, credit, and operations teams to resolve RMs' inquiries and ensure smooth workflow.
• Risk & Compliance Oversight: Ensure all actions follow internal control frameworks and local regulatory requirements.

Conocimientos

Attention to detail

Analytical skills

Problem solving

Communication

Cross-functional collaboration

Educación

Bachelor's degree

Herramientas

PowerPoint

Descripción del empleo

Bank of China (Hong Kong) Limited is seeking a capable operations professional to plan and drive project delivery supporting the sales business and frontline staff. You will collaborate with relationship managers, compliance, risk, and technology to resolve platform issues and support ad-hoc initiatives, and you will prepare operational reports and dashboards for management review.

The role emphasizes attention to detail, strong communication, and the ability to manage multiple tasks under