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Client Servicing Officer
4 weeks ago
Job ID:
4560ResponsibilitiesBe a team member of Private Banking DepartmentProvide first-class customer service which meets the standards, requirements, and guidelines prescribed by regulators and the BankProvide professional and appropriate advice in the best interests of clients and with regard to their unique circumstancesAssist Relationship Managers in account opening and maintenance, preparing credit proposals, amendments, and reviewsTake clients' orders for securities investment and other banking productsMonitor remittance, loans and deposits, and securities investment transactions pending for settlement upon value dayRequirementsUniversity graduateMinimum 3 years’ relevant experience in banking (preferably private banking) and customer servicePassed the Hong Kong Securities Institute Licensing Examination or an Exempted/Qualified Securities Dealer is preferredRelevant HKIB qualification would be an advantageGood knowledge of banking procedures as well as credit and investment productsTeam player with strong presentation and communication skillsGood command of both spoken and written English and Chinese; Putonghua is a plusSeniority Level:
Entry levelEmployment Type:
Full-timeJob Function:
Customer ServiceIndustries:
Banking
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