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Senior Officer, Specialist, Wealth Management Operations, Consumer Banking Ops, Technology & Operations

Open 15d

Summary

Oversee daily lending operations for wealth management products, including loan processing, disbursements, and compliance checks in a consumer banking environment.

  • Support daily lending operations, including loan drawdown, repayment, maintenance, and system processing.
  • Process and support various lending products, including Trust Lending, Insurance Policy Premium Financing, and Lombard Lending.
  • Perform loan booking, disbursement, and related operational activities in accordance with internal procedures.
  • Conduct Customer Due Diligence (CDD) checks and validate lending limits and collateral requirements.
  • Prepare operational reports and ensure data accuracy and completeness.
  • Ensure timely and accurate execution of lending transactions and maintenance of related documentation.
  • Participate in system testing, process improvement initiatives, and operational projects when required.

Location:

Taipei Hub - 13F

Job:

Operations

Schedule:

Regular

Employee Status:

Full time

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