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Job Description
Structured overview of role & requirementsAbout This Role
Review and validate client Relationship Managers’ voice logs for accurate trade detail documentation using product-specific templates.
Escalate exceptions, missing or unclear trade information timely; complete daily production activities adhering to SLAs and quality standards.
Act as peer backup, support quality checks, reporting, and contribute to continuous improvement initiatives in the review process.
Minimum Requirements
Bachelor’s degree required.
Proficiency in spoken Mandarin and/or Cantonese to understand client conversations and document agreed trade details in English.
Good command of business English; proficiency in Microsoft Office (Excel, Word, PowerPoint).
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experience or familiarity with trade lifecycle, banking/wealth management products, or control review processes is advantageous.
Attention to detail and analytical skills to identify gaps and control issues from recorded conversations.
Capability to independently handle production tasks under pressure while professionally managing first-level escalations.