Vaughan, Ontario, Canada
- Provide administrative support and customer service for various real estate development sites. - Comprehensive database management and migration
- Act as the main focal point of contact between the Bank's VIP clients and the business, ensuring the timely resolution of all client issues, ensuring operations and reporting obligations are fulfilled whilst minimising the potential for risk and financial loss in the inherent process. - Actively generate and grow business both from existing VIP clients and potential targets. - Ensure the team is following the institution's policies and procedures according to established guidelines and make recommendations for improvement. - Prepare long, medium and short-term business and product marketing plans in accordance with the Bank's business strategies. - Promote corporate trust, custody and investor services to institutional clients in relation to various fund and investment products such as Hong Kong local private funds, authorized funds, offshore funds, Bond Trustee, Escrow Service, RQFII/QFII and Bond Connect Custody etc. - Manage, develop and retain quality client relationship. - Recruit credit personnel and identify their training needs.
- Act as the main focal point of contact between the Bank's VIP clients and the business, ensuring the timely resolution of all client issues, ensuring operations and reporting obligations are fulfilled whilst minimising the potential for risk and financial loss in the inherent process. - Actively generate and grow business both from existing VIP clients and potential targets. - Ensure the team is following the institution's policies and procedures according to established guidelines and make recommendations for improvement. - Prepare long, medium and short-term business and product marketing plans in accordance with the Bank's business strategies. - Promote corporate trust, custody and investor services to institutional clients in relation to various fund and investment products such as Hong Kong local private funds, authorized funds, offshore funds, Bond Trustee, Escrow Service, RQFII/QFII and Bond Connect Custody etc. - Provide assistance and trainings to all new joiners to the department. - Manage, develop and retain quality client relationship.
- Act as the focal point of contact between the clients and the business, ensuring the timely resolution of all client issues, ensuring operations and reporting obligations are fulfilled whilst minimising the potential for risk and financial loss in the inherent process. - Actively promote corporate trust, custody and investor services to institutional clients in relation to various fund and investment products such as Hong Kong local private funds, authorized funds, offshore funds, Bond Trustee, Escrow Service, RQFII/QFII and Bond Connect Custody etc. - Actively generate and grow business both from existing clients and potential targets. - Assist in the preparation of long, medium and short-term custody business and product marketing plans in accordance with the Bank's business strategies. - Manage, develop and retain quality client relationship.
- Assist in several IPO cases, i.e. drafting prospectus, communicating with other parties such as accounting firms, HKEx and other financial institutions, who are working on the same case - Provide due diligence investigation across China and overseas countries - Provide administrative support to various legal works including writing minutes of different meetings, PRC legal research, communication with clients
- Provide administrative support to various accounting and consulting works. - Comprehensive database management and migration
- Provide administrative support and customer service for various real estate development sites. - Comprehensive database management and migration