account documentation - private banking in Hong Kong

posted
contact
shirley shao, randstad hong kong
job type
permanent
salary
HK$ 30,000 - HK$ 40,000 per month

job details

posted
location
hong kong
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
HK$ 30,000 - HK$ 40,000 per month
reference number
91M0149647_1602758718
contact
shirley shao, randstad hong kong
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job description

about the company

Our client is a expanding International Bank with strong presence in HK. They are now looking for a Documentation talent to support the PB Operations team.

about the job

  • Review the account documentations and opening of new accounts, handle the account closure procedure.
  • Ensure all required documents are completed and compliance with the internal policies and guidelines.
  • Perform client account maintenance and ensure information is updated accurately.
  • Provide services support to the Marketing team on any account documentation and operation function.
  • Prepare the bank reference letter according to client request.
  • Examine constitutional and client provided documents with caution following the bank procedures and standard for company structure change such as beneficial ownership change and authorised representative change.
  • Provide operational supports on ad hoc assignments related to project like FATCA, CRS AEOI & KYC remediation exercise.
  • Liaison with printer for all the newly release documents and control all the documents stock balance.
  • Maintain the office filing system and ensure all documents are tracked kept safely.

skills & experiences required

  • Minimum 5 years’ experience in a similar position in the private banking industry.
  • A strong sense for client relationships, able to manage delicate situations with diplomatic skills and capacity to explain and educate.
  • Team player, able and willing to share and continuously contribute to the Group’s successes
  • Good understanding of operational banking processes.
  • Proficient in English and Chinese. Good communication skills (oral and written).

To apply online, please click on the link below. Alternatively, for a confidential discussion please contact Shirley Shao on + 852 2232 3414 or email: shirley.shao@randstad.com.hk

skills

documentation, account opening, banking, financial service, onboarding

qualification

documentation, account opening, banking, financial service, onboarding

educational requirements

Associate Degree/Diploma