Job Description:

• Manage partnerships with existing financial institutions to review success factors and hold periodic meetings to facilitate compliance communication, product enhancement, operation optimization, marketing, etc.
• Assist the FI team in the Know Your Customer (Including Customer Due Diligence, FATCA/CRS, etc.) and account opening process.
• Assist FI team to ensure project deliverable in terms of channel integration and optimization are executed with quality and timely in close cooperation with relevant internal teams.
• Swiftly act on clients requests by directing them to the relevant party and follow up.

The Successful Applicant

• Previous experience (2-3 years) in a comparable role within the banking sector focused on Financial Institutions clients and/or with one or more relevant banking products for FIs (e.g. Transaction Services, Financial Markets, etc.)
• Ambitious professional with Bachelor’s or Master’s degree.
• Solid interpersonal skills, logical thinking and analytical skills
• Problem solving attitude
• Good representative of the team, both internally and externally
• Highly organized and able to manage multiple priorities, enjoys working in a fast-paced and dynamic environment
• Fluency in English, both spoken and written
• This role is based in Shanghai