Private Banking Operations Expert
3 days ago
We are seeking an experienced Client Account Services Specialist to join our team in Hong Kong. The successful candidate will be responsible for providing account services support to our clients, ensuring compliance with regulatory standards and Bank's guidelines.
The ideal candidate will have a strong background in private banking account services, with experience in reviewing and processing account documentation. They will also possess excellent analytical and problem-solving skills, as well as the ability to work effectively in a team environment.
Main Responsibilities:
- Review and process account opening, periodic review and static update documentations to ensure completeness and accuracy.
- Provide advice and guidance to Front Office team on account-related matters.
- Update data from source documents into the Bank's Client Onboarding System.
- Monitor and follow up on outstanding documentation to ensure timely submission.
To succeed in this role, you should possess:
- At least 3 years of experience in private banking account services area.
- Excellent analytical and problem-solving skills.
- Ability to work effectively in a team environment.
- Strong communication and interpersonal skills.
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