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Client servicing / Hong Kong
Client servicing officer - private banking
Hong Kong
The Bank Of East Asia, Limited
Published on www.allthetopbananas.com
04 Jan 2025
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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