Client Servicing Officer

2 days ago


Hong Kong Island, Hong Kong SAR China The Bank of East Asia, Limited (BEA) Full time
Client Servicing Officer - Private Banking

Job ID: 4560

Responsibilities

  • Be a team member of Private Banking Department
  • Provide first-class customer service which meets the standards, requirements, and guidelines prescribed by regulators and the Bank
  • Provide professional and appropriate advice in the best interests of clients and with regard to their unique circumstances
  • Assist Relationship Managers in account opening and maintenance, preparing credit proposals, amendments, and reviews
  • Take clients' orders for securities investment and other banking products
  • Monitor remittance, loans and deposits, and securities investment transactions pending for settlement upon value day

Requirements

  • University graduate
  • Minimum 3 years' relevant experience in banking (preferably private banking) and customer service
  • Passed the Hong Kong Securities Institute Licensing Examination or an Exempted/Qualified Securities Dealer is preferred
  • Relevant HKIB qualification would be an advantage
  • Good knowledge of banking procedures as well as credit and investment products
  • Team player with strong presentation and communication skills
  • Good command of both spoken and written English and Chinese; Putonghua is a plus

Seniority Level: Entry level

Employment Type: Full-time

Job Function: Customer Service

Industries: Banking

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