该职位需要期货从业资格证 1) Perform KYC (Know-Your-Client), KYC review and account opening to UBSF clients and non-clients; 2)Perform intra-day functions, including but not limited to client margin deposit/withdrawal, exchange margin maintenance and margin calls; 3)Provide client services to internal/external clients and maintain relationship with exchanges, custodian and futures margin depository banks; 4)Perform EOD functions, including but not limited to clearing, settlement, inter-system reconciliations, internal/external reporting, regulatory filing as a backup role in the team; 5) Contribute to continuous improvement of operation processes and services, ensure operations processes comply with regulatory requirements, guidelines and internal policies; 6) Support internal and regional projects, if any. *Your team : We are an operations team that delivers best-in-class processes and service delivery to our clients. We aim to enable the business while being an independent control function.
As a member of our dynamic and high-performing team, we expect you to perform at best at all times. Collaborative behavior within and across teams are expected.
Your performance evaluation will be based on your individual contribution and performance, as well as demonstration of teamwork. *Your experience and skills : You have:
1)Bachelor's degree or above in a related discipline, and China Futures Association licensed; 2)At least 2 years institutional client KYC and account opening experience in a futures broker; 3)Good English communication & writing skills 4)Proficiency in Microsoft Office applications; good Excel Macro skill is a plus
You are: 1)Ability resolve and escalate relevant issues 2)Proactive with a positive attitude on client service and sense of risk control 3)A team player and willing to contribute to an enthusiastic and diverse operations team 4)Eager to continue to learn market and product knowledge as well as the firm's culture