Relationship Banking Officer, Private Banking
Corporation
Laichikok, Kowloon
6天前

Relationship Banking Officer, Private Banking

Company : Corporation / Salary : $Negotiable

Main Responsibilities :

  • Support Relationship Manager(s) on all aspects of customer service to include :
  • Accounts set up / handling account opening documents, drafting client profiles, answering customer enquiries, booking of banking / investment products, confirmation of deals, researching on investment / product information as required;
  • Learn to prepare mortgage loan applications or underwriting of any other credit services required by clients;
  • Assist in ad-hoc marketing / operations project and general administration;
  • Joint client calls with Relationship Managers to increase marketing exposure;
  • Knowledge / Experience Required :

  • Bachelor's degree with minimum 2 years or above of work experience, preferably from Private Banking
  • Good communication and interpersonal skills with proficiency in spoken and written English and Chinese (Both Putonghua and Cantonese)
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