Bob Shen

• Coverage is for the business of DCC and GC Clients.
• To respond and resolve clients' queries related to including but not limited to Mutual Fund, Corporate Actions, Settlement, Fund Transfer and FX transaction...etc.
• Self-motivated, with a strong sense of personal responsibility.
• Win the award of 2023 Q3 & 2025 Q2 recognition.

• Excellent communication skills, both verbal and written.

• Skilled at working independently and also a team player.

• Monitor market public announcement.
• Ensure all CA events created in a timely and accurate manner.
• Ensure daily reconciliation are all in good condition.
• Handle UAT testing of system enhancement.

• Relationship building with FINI and FIDI clients.
• Client briefing for product details and following contract signing.
• Collect market information, legal notification and maintain official website, deed provision.
• Cross team work with operation team.

• Clients relationship buildings and contract signing.
• FINI Account opening.
• Cash transaction and FX booking.
• Trades settlement.
• Corporate Actions Events process.
• Accounts reporting.

• Monitor public market information.
• Create Corporate Action events and proceed the daily operation and reconciliation.
• Handle UAT project.

• KYC, account opening and operation of Bank Teller.
• Based on the client's risk tolerance level to recommend clients with suitable financial products.