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Officer/Senior Officer, Wealth Management Customer Service
3 months ago
A Well-Established Banking Group is looking for an Officer/Senior Officer, Wealth Management Customer Service
Your new company
This prominent financial institution in Hong Kong offers corporate and commercial banking, trade finance, cash management, and wealth management services. Established in 1990s, it provides innovative and reliable banking solutions with a dedicated team of more than 400 professionals.
Your new role
- Handle account-related tasks, including opening, maintenance, and procedure review.
- Input data for transactions (e.g., FX, Time Deposit, investment products).
- Execute procedures for Investment Products (settlement, distribution, NAV uploads).
- Prepare professional documents (contract notes, confirmation statements, receipts).
- Support Financial Relationship Managers with operational tasks.
- Perform other duties as directed by the Head of Operations.
What you'll need to succeed
- Minimum Form 6 education (University graduate preferred).
- 1-3 years of settlement or wealth management experience in banking.
- Proficient in MS Office and Excel (English and Chinese typing).
- Strong command of written and spoken English and Chinese, especially Mandarin.
- Immediate availability preferred.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or reach out to Javis Cheung; phone: email: now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
