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Job Description
Structured overview of role & requirementsAbout This Role
Review and validate voice logs of client conversations regarding trade details between Relationship Managers and clients, ensuring accuracy and completeness.
Document agreed trade details accurately in English using product-specific templates and escalate exceptions within defined timelines.
Support quality checks, reporting, escalation, and act as backup for peers to maintain consistent quality and control effectiveness.
Minimum Requirements
Bachelor's degree from a university.
Proficiency in listening and understanding spoken Chinese (Mandarin and/or Cantonese) and documenting in English.
Strong skills in Microsoft Office, especially Excel, Word, and PowerPoint.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in reviewing financial client conversations or related control processes with strong attention to detail.
Ability to identify inconsistencies, gaps, or control issues from recorded trade discussions and manage exceptions promptly.
Comfortable working under pressure to meet production and quality SLAs, with capability to support team knowledge sharing and continuous improvement.