Contract Assistant, Private Banking (Client Relationship Management)

Bank of China (Hong Kong) Limited

Job No.: 499658
Employment Type: Contract
Departments: Private Banking
Job Functions: Bank Operations, Customer Services

Responsibilities:

  • KYC Reviews: Perform name screening for all connected persons, review and prepare request for submission; review 12 months transactions and escalate if necessary
  • Annual Portfolio Reviews: Download monthly statements from system for Relationship Managers to review before deadline
  • Internal Reviews (Quarterly Review): Draft the review by comparing relevant report of each account managed by Relationship Manager

Requirements: 

  • Higher Diploma Holder or above
  • Relevant experience in banking industry
  • Proficient in general computer applications (e.g. MS Word, Excel) and Chinese input methods
更多工作資料
薪酬 薪金面議
工種
  • 銀行 · 金融服務 - 訂單處理 · 運作 · 結算
  • 銀行 · 金融服務 - 私人銀行服務
  • 銀行 · 金融服務 - 顧客服務 · 關係管理
  • 銀行 · 金融服務 - 一般 · 其他
僱用形式
  • 合約
教育程度
  • 學士
  • 副學士或高級文憑

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