Client Servicing Officer
3 days ago
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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