锦鲤求职岗位描述
Responsibilities
Risk, Compliance & Controls:
Ensure strict compliance with regulatory requirements and bank policies; identify operational risks and assist in implementing measures
Assist in updating business strategies and operational protocols to ensure risks remain within prescribed targets
Assist in cross-departmental compliance communication, cascade policy updates to staff, and support the implementation of new internal controls
Handle compliance tracking, report operational issues, and support internal/external audits and regulatory inspections
Assist in identifying team training needs regarding compliance and fulfill statutory due diligence duties
Business Strategy & Analytics :
Define clear business goals and management strategies for different customer segments
Segment customers by financial value to assist in optimizing resource allocation
Assist management in strategic business planning and continuously monitor segment performance
Formulate and monitor marketing plans to maximize segment contribution and drive revenue growth
Lead customer lifecycle initiatives, including customer cross-selling, up-selling, and retention
Leverage smart technologies and data tools to drive innovative banking solutions
Analyze customer behavior and business trends using data analytics and statistical models
Requirements
Degree holder or above with major in Business Administration, Management, Finance or related disciplines
Professional qualifications such as CFP, CFA, CFMP, or CM/CPM(HK) are highly preferred
At least 3 years working experience in the banking industry
Good command of spoken and written Chinese and English. Mandarin would be an advantage
Proficient in MS Office (Word, Excel, PowerPoint) and AI tools
Strong understanding of banking operations, SME solutions, local regulatory requirements, and market best practices
Proven coordination, management, and stakeholder engagement capabilities
Demonstrated ability to drive organizational change and optimize business processes