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Contract Assistant, Private Banking (Client Relationship Management)
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职位编号:
499658
聘用性质:
合约制
部门:
私人银行
工作类别:
营运, 客户服务
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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职位名称
部门
Contract Assistant, Private Banking (Client Relationship Management)
私人银行
事业发展机会
职位名称
部门
Contract Assistant, Private Banking (Client Relationship Management)
私人银行
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