Client Servicing Officer, Private Banking
Full time
at The Bank of East Asia
in
Hong Kong
Posted on April 12, 2024
Job details
Client Servicing Officer, Private Banking (Job ID 2140) Responsibilities
- Be a team member of Private Banking Department
- Provide first-class customer service which meet the standards / requirements / 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 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
- 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
- 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
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