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Contract Assistant, Private Banking (Client Relationship Management)

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

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