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Job Description
Structured overview of role & requirementsAbout This Role
Review and validate voice logs between Client Relationship Managers and clients to ensure accurate and complete documentation of trade details.
Identify and escalate missing or inconsistent trade information within specified timelines.
Perform quality checks, support reporting and controls, act as backup for peers, and contribute to process improvements.
Minimum Requirements
Bachelor's degree from a university.
Proficiency in spoken Chinese (Mandarin and/or Cantonese) and business English for documentation and communication.
Strong skills in listening, comprehension, documentation, and Microsoft Office (Excel, Word, PowerPoint).
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experience or understanding of trade lifecycle, banking or wealth management products, or control review processes is advantageous.
Attention to detail with ability to identify gaps and inconsistencies in recorded client conversations.
Ability to leverage AI tools responsibly to enhance productivity and optimize workflows.