Responsibilities:

• • • • • • • • • • • • • • • Arrange meetings, conference calls , events/ dinner reservations , appointments, interviews, etc;

                            • Assist team members in travel logistics, including flight booking, hotel reservation,  expense and other claims, etc；

                            • Provide documentation and publication support; provide other administrative support to the teams;

                            • Assist deal teams to perform due diligence checking on all new client onboarding;

                            • Assist deal teams to perform and review name screening on the client and its related parties;

                            • Assist deal teams to perform regular review on existing clients;

                            • Input client information and upload client documentations into the system; 

                            • Take charge to ensure KYC documents and signed documents are complete and retain appropriately either via department file, central filing or BRAINS system. Maintain departmental and Coo's filing systems;

                            • Prepare presentations, proposals, correspondence, reports, etc.in a timely manner;

                            • Cover other secretaries, whenever necessary;

                            • Handle any ad-hoc projects assigned.

Requirements:

• • • • • • • • • • • • • • • • • Bachelor Degree or above;

                                • Hands-on experience in conducting KYC review or secretarial work for institutional and retail clients in investment banks, securities firms, or private banks is preferred;

                                • Interested to develop in KYC/CDD and anti-money laundering discipline;

                                • Formal secretarial training preferred;

                                • Reasonable understanding of the investment banking processes;

                                • Proficient in computer – Microsoft Office (Word, Excel, PowerPoint, etc.) and excellent in Chinese word processing;

                                • Strong analytical and quantitative skills;

                                • Mature, good problem solving skills and judgment;

                                • Reliable, Independent, self-motivated, flexible and excellent team player; 

                                • Efficient, good time management. strong planning and organizing skills;

                                • Capable to multi-task and work under pressure and tight schedule;

                                • Analytical and strong Risk Sense;

                                • Excellent command of written and spoken English and Chinese (including Putonghua).