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Job Description
Structured overview of role & requirementsAbout This Role
Review and validate voice logs of trade discussions between Client Relationship Managers and clients to ensure accurate capture and documentation of trade details.
Escalate and manage exceptions such as missing or unclear trade details within specified timelines, and perform quality checks to support audit readiness and control effectiveness.
Act as backup for peers, support process improvements, maintain documentation, and assist in reporting and follow-ups related to voice log reviews.
Minimum Requirements
University graduate with a Bachelor’s Degree.
Proficiency in spoken Chinese (Mandarin and/or Cantonese) to understand client conversations and document trade details in English.
Good command of business English and proficiency in Microsoft Office applications (Excel, Word, PowerPoint).
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Detail-oriented individual with strong listening and analytical skills to accurately identify gaps and inconsistencies in trade documentation.
Familiarity with trade lifecycle, banking or wealth management products, or control review processes is advantageous.
Capable of working independently and collaboratively under pressure to meet SLAs and quality standards, with ability to manage routine queries and escalations professionally.