
Senior Administrator - KYC / AML Transaction
- 香港
- 長期
- 全職
- Performing Know-Your-Customer (KYC) and Anti-Money Laundering (AML) checks on new and existing clients
- Ensure the speed and quality of dealing with all Customer Service enquiries and telephone calls relating to all existing Unit Linked policies matches or exceeds agreed standards
- To provide support to the Manager to ensure efficient running of the day to day operations of the Transactions Team in order to meet agreed Service Standards.
- Conduct daily operations activities and KYC data management, response to Email & Calls issues or queries within the established service levels.
- Processing a high volume of financial transactions accurately and in a timely manner
- Maintaining detailed records and documentation to support transaction processing
- Manage risk and controls to ensure that comply with the Data Protection act in UK and the Personal Data (Privacy) Ordinance in HK
- Staying up-to-date with regulatory changes and best practices in KYC and AML
- Ideally 2-3 years' experience in a similar role and have practical knowledge of the financial service industry.
- Strong experience or knowledge in the KYC, Compliance: accounts screening, data updates, customer facing, etc
- Strong attention to detail and ability to work accurately with financial and client information
- Excellent communication and interpersonal skills, with the ability to interact with clients in a professional and courteous manner
- Proficient with good experience in Microsoft 365, Adobe, client relationship management systems.
- Familiarity with KYC, CDD, or Client Risk Assessment processes, as well as local regulatory requirements.
- A proactive and organised approach to work, with the ability to prioritize and multitask effectively
- Excellent communication skills to deal with brokers / clients on emails and phone calls, and creation of formal written communication
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