Hong Kong SAR
Responsibilities included but are not limited to: - development of a new automated monthly report for a sub division of the Wealth Management business, followed by offshoring, - Ad Hoc client analysis regarding e.g. costs & revenues, - creation of presentations for the executive committee, - development of a new automated forecasting tool for the 2013-2015 planning process (costs & revenues).
Responsibilities included but are not limited to: - the creation of early cost indications and cost reports, - the creation of the presentation of KPIs and monthly PWM operating results, commentaries on cost items and presentations for the Group Operating Committee, - assistance in the PWM forecasting process and in the development of a report accelerator.
Responsibilities included but are not limited to: - maintaining and managing the mistrade accounts, - monthly statements for the mistrade accounts, p&l adjustments, - SIC payment transactions, - reconciliation of broker trades and payment of fees, acting as a contact person, - risk reports and monitoring.