Client Servicing Manager

1 week ago


Hong Kong Island, Hong Kong SAR China The Bank of East Asia, Limited Full time

Responsibilities Be a team member of Private Banking Department Provide first‑class customer service which meet the standards / requirements / 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 / 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 6 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 Candidate with less experience could be considered as Client Servicing Officer. This position is subject to the Mandatory Reference Checking (MRC) Scheme which is implemented by the Hong Kong Monetary Authority (HKMA). In the event of BEA proceeding with a potential offer, you are obligated to give consent for the bank to conduct reference checks with your previous employers as part of the final assessment of your suitability for this role. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website under the Industry Guidelines for FAQs regarding In‑Scope Individuals in the MRC Scheme. Further information can also be provided on request. More Job Information Job Function 銀行 · 金融服務 - 一般 · 其他 Location 中環 Employment Term 全職 Employment Term 長期 Education 學士 #J-18808-Ljbffr



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