Branch Manager

Responsibilities:

• Supervise branch staff to achieve business targets through sales activities
• Oversee daily branch operation
• Ensure high quality of services are provided to customers
• Ensure all activities are in compliance with the regulatory requirements

• University graduate or equivalent qualification
• Minimum 8 years’ banking experience of which at least 3 years of supervision experience
• Good interpersonal and communication skills
• Qualification of HKSI, IIQE & MPF
• Familiar with retail banking products and services
• Result-oriented with excellent leadership, communication and organizing skills

Personal Banking Manager

Responsibilities:

• Develop and maintain long-term relationship with high net worth customers
• Identify the business opportunities and recommend suitable Investment & Insurance products to customers

• Degree or above in business or related disciplines
• Minimum 5 years of sales & marketing experience in banking industry
• Good interpersonal and communication skills, knowledge of Putonghua or Fukienese will be an advantage
• Qualifications of HKSI, IIQE & MPF
• Sales and service oriented with excellent interpersonal skills

(Candidates with less experience will be considered as Assistant Personal Banking Manager)

Branch Operation Manager

Responsibilities:

• Monitor branch daily operations
• Ensure efficient branch operations and all activities are in compliance with the regulatory requirements
• Assist Branch Manager in implementing the business plan in order to achieve the assigned targets

• Degree or above in Business or related disciplines
• Minimum 5 years of supervisory experience in branch operations
• Qualifications of HKSI, IIQE & MPF
• Good interpersonal and communication skills
• Flexible and detail-minded

(Candidates with less experience will be considered as Operation Officer)

Branch Operation Officer

Responsibilities:

• Assist Branch Operation Manager in monitoring of counter operations to ensure compliance with regulatory requirements
• Review and ensure compliance and accuracy of documents for transactions
• Assist in motivate and coach front line staff to provide high quality of customer service to clients
• Perform cashier duties

• Degree or above in Business or related disciplines
• Minimum 3 years of supervisory experience in branch operations
• Qualifications of HKSI, IIQE & MPF
• Good interpersonal and communication skills
• Flexible and detail-minded
• Strong in problem solving, coordinating and organizing skills

Assistant Personal Banking Manager

Responsibilities:

• Develop and maintain long-term relationship with prospective customers
• Provide financial planning service and promote banking products in accordance with the need of customers

• Bachelor Degree or above in any discipline
• Minimum 2 years of branch sales experience in banking industry
• Good interpersonal and communication skills, knowledge
• Qualification of HKSI, IIQE & MPF is a must
• Sales and service oriented with excellent interpersonal skills

(Candidates with less experience will be considered as Personal Banking Officer)

Senior Teller

Responsibilities:

• Handle accounts opening, securities trading and other counter transactions
• Provide high quality of services to customers
• Engage in business promotion activities

• With at least 5 subjects at Grade E / Level 2 or above in the HKCEE / HKDSE, including Chinese, English and Mathematics
• Minimum 3 years of relevant experience
• Qualification of HKSI, IIQE & MPF is a must
• Knowledge of Putonghua or Fukienese will be an advantage

Teller Trainee

Responsibilities:

• Handle counter transactions and provide quality services for customers
• Engage in business promotion activities

• With at least 5 subjects at Grade E / Level 2 or above in the HKCEE / HKDSE, including Chinese, English and Mathematics
• Minimum 1 year of relevant experience
• Qualifications of HKSI, IIQE & MPF will be an advantage
• Knowledge of Putonghua or Fukienese will be an advantage
• Fresh graduates will also be considered

Product Management Manager – Segmentation

Responsibilities:

• Support on formulating customer strategies to drive customer growth and profitability
• Assist to implement and monitor the segment strategies through initiatives on acquisition, cross-selling, service upgrade, customer loyalty and retention.
• Assist to formulate and implement customer segment strategies to achieve the business targets, improve customer experience and explore customer financial needs.
• Assist to design and implement an integrated sales & service platform, end-to-end sales process for frontline including planning, sales discussion and activities effectively
• Monitor sales channels’ performance on acquisition, mainly work with direct sales and Branch
• Perform client profitability analysis, identify gaps and propose action plans to improve lead conversion and revenue generation from deposit or investment of specific segment
• Organize activities and events to improve customer satisfaction
• Manage marketing budget to optimize acquisition spending effectively
• Prepare regular MIS and management presentation

• Degree Holder in Marketing or related discipline
• Minimum 4 years of working experience in banking industry, preferably relevant experience in customer segmentation or marketing
• Good Interpersonal, communication and analytical skills
• Independent, attentive to details, customer-oriented, positive and proactive working attitude
• Strong planning, organization and time management skills
• Strong sense of responsibility and able to work under pressure
• Good command of written English and Chinese
• Candidates with less experience will be considered as Assistant Manager

Assistant Compliance & Quality Assurance Manager (Complaint Handling)

Responsibilities:

• Assist in designing and implementing of the policies and internal control mechanism to enhance quality service of branches
• Coordinate with internal and external parties to manage clients' opinions / complaints and respond in a timely manner
• Promote quality assurance best practice, organize compliance and quality assurance improvement training and activities to frontline staff
• Liaise with and monitor performance of outside vendor on mystery shopper programme
• Undertake any other duties as assigned by the superior

• Degree or above in Business Administration or related disciplines
• Minimum 3 years of experience in quality assurance and complaint handling in banking industry
• Demonstrate strong sense of risk and control
• Excellent interpersonal and communication skills
• Good command of spoken and written Chinese and English
• Proficient in PC skill especially Excel and Chinese Word Processing

Assistant Manager – Call Centre, Personal Financial Business Department

Responsibilities:

• Handle customers' transaction instructions, enquiries and requests related to banking products and services from different channels, including telephone, email, video-call, online text and fax
• Deliver quality services to customers through inbound and outbound calls
• Provide after-sale services to diverse customer types
• Address customer feedback / complaints professionally
• Assist the superiors in implementing the implementation in accordance with the unit development guidelines and policies

• Bachelor degree or equivalent experience
• IIQE and HKSI holder will be an advantage
• At least 2 years of customer service experience in banking / financial institutions
• Independent, self-motivated, customer-centric, able to work under pressure
• Good command of English and Chinese including Mandarin
• Proficient in MS Office and Chinese inputs
• On-shift duty may be required

Relationship Manager, Corporate Banking

Responsibilities:

• Develop and maintain good relationship with customers by providing professional solutions on trade financing, commercial lending or corporate lending
• Identify the business opportunities and promote other banking products to customers
• Write up credit proposal and provide analysis and recommendations on credit applications

• Degree or above in business or related disciplines
• 5 years of trade financing, commercial lending or corporate lending experience
• Strong credit analysis and report writing skills
• Good interpersonal and communication skills, knowledge of Fukienese will be an advantage
• Self-motivated, independent, creative and outgoing

Senior Credit Analyst

Responsibilities:

• Conduct assessment on credit proposals of corporate lending
• Provide recommendations on credit applications to facilitate approvals in compliance with the credit policies and guidelines
• Perform in-depth analysis on syndication or project finance applications and assist in ongoing monitoring to mitigate the risk exposure level
• Collaborate and communicate with business units to facilitate effective and efficient credit approval process
• Assist in supervising and coaching the junior analysts to ensure their delivery of quality credit assessments

• Bachelor or above in Accounting, Finance or related disciplines with CFP or FRM qualifications preferred
• At least 5 years of credit approval experience in banking industry
• Detailed minded with good credit sense
• Excellent communication and interpersonal skills
• Good command of written and spoken Chinese and English

Credit Risk Manager

Responsibilities:

• Formulate, review and update the bank-wide credit policies, procedure and guidelines in line with statutory and regulatory requirements as well as the Group’s standard
• Monitor the implementation of rectifications and enhancement measures related to credit risk management
• Review gap analysis in relation to the latest regulatory requirements
• Provide review and assessment in new product / product change
• Perform periodic/ ad hoc duties as assigned by supervisor

• Degree holder, preferably in Business, Finance, Accounting or other relevant disciplines
• 3-5 years’ relevant banking experience
• Good knowledge in credit risk management and Supervisory Policy Manual
• Good writing skills and people management skills
• Strong self-motivation with good business sense, risk management and interpersonal skills
• Proficient in both English and Chinese; fluency in Putonghua is an advantage
• Candidates with less experiences will be considered as Assistant Manager

Senior/Associate, Credit Risk

Responsibilities:

• Support the team in performing credit assessment in accordance with laid down credit policies and regulatory requirements
• Assist to identify credit risk inherent in credit proposals and assess the extent of acceptance with respect to Bank’s risk appetite
• Perform on-going monitoring, control and review on clients portfolio
• Keep abreast of the prevailing market conditions, bank policies / guidelines and regulatory requirements of credit risk management

• University graduate in Statistics, Risk Management, Quantitative Analysis, Finance or related discipline
• 1-2 years’ experience in credit risk management, exposures to lending business and prevailing rules
• Good Chinese report writing and data analytical skills
• Good command of both Chinese and Chinese with proficiency in Mandarin is an advantage

Audit Manager

Responsibilities:

• Manage and conduct audit assignments in the Bank
• Perform regular review to determine the adequacy and effectiveness of internal controls in different business units
• Perform risk assessments, provide advisory services & compile audit reports
• Review the related procedural manuals, provide proper comments & recommendations from internal control perspective
• Manage audit relationship with external stakeholders and internal related business units
• Management to assess associated risks of the units, and perform continuous monitoring
• Take up ad hoc duties as assigned

• Bachelor degree in Accounting, Finance and Banking or related disciplines with professional qualification of CIA or CPA
• 2-4 years’ audit experience from banking field
• Able to work independently & lead team in audit assignment
• Strong analytical skill, proficiency with MS Office application & good reports writing skills
• Good interpersonal and communication skills

System Management Manager

Responsibilities:

• Implement Linux / Windows / Network and infrastructure systems, including setup, support and performance optimizing of hardware, OS and related system
• Contribute to address the enterprise architecture of the bank system migration projects
• Establish and execute migration plan for the Banking Infrastructure Project and work closely with the project team and vendor to develop and test the technologies and processes involved for successful data migration
• Follow corporate standards, guidelines and procedures for system implementation and support which fulfill HKMA compliance requirement. Ensure IT infrastructure to comply with group IT architecture and standards
• Support IT infrastructure including Linux / Microsoft Windows system monitoring, Virtualization, Email system, AD, etc. Implement / design and support infrastructure solutions in migrating
• Perform regular system administration, performance monitoring, tuning as well as related problem trouble-shooting. Manage support and ensure the stability of the production system
• Improve installation setup and operating procedures, and develop and maintain support documentation
• Manage procurement and carry out asset management for equipment being supported
• Involve the migration strategy planning and setup for ATM / Trading System / HKICL / Corporate Email system
• Manage vendor to ensure the highest quality delivery and implementation

• Degree holder in Computer Engineering, Information Technology or IT related disciplines
• Minimum of 5 years’ working experience to provide Linux / Windows administration or VMware support, where 3 years must be management level. The experiences gained from financial industry is preferable. With Banking / Finance background or experience in projects for banking and finance users is preferred
• Good understanding of network design, routing, security. Good IT knowledge in Infrastructure and Software. Strong understanding of Information Technology Risk Management and information security practices
• Sound knowledge for ATM / Trading System / FPS
• Hands-on experience in vulnerability patch and security management is an asset
• Hands-on experience in virtualization, Email system and AD, Privilege ID and access control systems, Microsoft Windows and Linux system operations and administrations
• Hands-on experience of firewall, network design, routing, switches
• Holder of valid CCNP (Cisco Certified Network Professional) and / or MCSE (Microsoft Certified Solution Expert) is a must
• Experience of building and core-banking or financial server systems is a plus
• Knowledge of VMware / Virtualization technology, Microsoft / Linux, Cisco / H3C is a plus
• Holder of HKMA related CyberSecuirty Certificate is preferred
• A good team player with good communication and interpersonal skills, strong facilitation and negotiation skills
• Proficient in both spoken and written English and Chinese, fluent on Mandarin is an advantage

(Candidates with less experience will be considered as Assistant Systems Management Manager)

IT Business Analyst

Responsibilities:

• Process mapping, analysis of as-is and to-be processes, and gap assessments
• Understand and explain complex business processes, systems and tools with a specific focus on upstream/downstream impact; understands the relationship between multiple functions and/or tools
• Liaise among users and the technical developers to ensure business requirements are well defined and properly implemented
• Assist project implementation with proactively manage all the potential risk on projects and recommend mitigating measures if required
• Formulate test plan, conduct UAT and regression test

• Degree holder in Computer Science or related disciplines
• Minimum 3 years’ relevant working experience in development of IT systems with at least 2 years in business analysis or system analysis role with proven track record in business requirement discussion and documentation
• Familiar with system development cycle, data flow and UAT process
• Strong analytical and report-writing skills; proven analytical skills in writing the business requirement document and functional specification document
• Proactive, able to work independently and under pressure

Assistant Manager/Manager (Settlement, Operations)

Responsibilities:

• Perform and supervise daily back office activities including but not limited to Securities / Bond / Fund settlement, client fund / share transfers, IPO, placement, corporate action events, etc.
• Liaise with front office, brokers and external parties to follow up settlement related issues
• Implement and maintain effective internal control in the operating process to minimize risk exposure
• Ensure smooth process of daily settlement and comply with policies and procedures
• Participate in system implementation, UAT and ad-hoc projects, including workflow design, testing etc as assigned

• Degree/diploma holder in Business Administration or Operations Management or any related disciplines
• Around 5 years related experience in banking/financial industry
• Sound knowledge of CCASS & fund operation system
• Experience in handling Euroclear / Clearstream / CMU is an advantage
• Self-motivated, willing to learn and work under pressure and independently
• Good communications skills and proficiency in PC skills (MS Office)
• Good command of spoken and written English and Chinese, including Putonghua