Stephanie Chan Email & Phone Number

Hong Kong Sar

Supports the conduct of investigations and handles complaints, from beginning to end, received and considered a complaint by the Firm in accordance with rules and internal procedures.Supports investigations and assesses the complaint allegations competently, diligently, impartially, fairly, consistently and promptly, obtaining relevant additional information where necessary. The investigation process may require review of customer’s account activity and Listening to recorded calls and interviews.

Same as Digital Executive , Unit manager of the teamReviewing complaint case and follow up with related departments Training new joiner for credit card skills and product knowledge

Hong Kong

Handle inquiries for personal banking and credit card clients via Live ChatSupport the Client Care CentreRefer client to different product team based on their needsPrepare Sales performance reportAssist to conduct UAT or UVT of Live-Bank and customer post login environmentReply comments and private message on social media like Facebook, Twitter and App Store etc

Hong Kong

Conduct customer due diligence reviews and know-your-customer researchPrepare client profiles through analyzing client accounts, business/industry trends and trust structuresCorroborate the source of wealth of ultra-high net worth clients and appraised their net worth and businesses’ value independentlyPerform quality control of risk assessment and negative news screening, ensuring that they are aligned with the Group’s KYC and AML policies, as well as HKMA guidelines

Answering phone inquiriesEntering basic accounting entry in MYOB systemPreparing monthly stock reports and sales report

Answering phone inquiryReplying emails from customersPreparing the daily reports for sales and shipping

Bachelor Of Science (B.Sc.), Environmental Science, Second (Upper) Honours

Associate'S Degree, Environmental Studies, Gpa 3.02