Private Banking Specialist

4 days ago


Hong Kong Island, Hong Kong SAR China The Bank of East Asia, Limited (BEA) Full time
Company Overview
The Bank of East Asia, Limited (BEA) is one of the largest independent banks in Hong Kong. We offer a comprehensive range of personal and corporate banking services, as well as wealth management solutions to our clients. Our commitment to excellence and innovation has earned us numerous awards and recognition in the industry.

Job Description
In this role, you will be working closely with Relationship Managers to provide first-class customer service to our clients. This includes assisting with account opening and maintenance, preparing credit proposals, amendments, and reviews. Additionally, you will be responsible for taking clients' orders for securities investment and other banking products, as well as monitoring remittance, loans and deposits, and securities investment transactions pending for settlement upon value day.

Key Responsibilities
  • Assist Relationship Managers in account opening and maintenance
  • Prepare credit proposals, amendments, and reviews
  • Taking clients' orders for securities investment and other banking products
  • Monitor remittance, loans and deposits, and securities investment transactions pending for settlement upon value day


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