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Sales Assistant / KYC Review Senior Officer

WIT Talent Solutions Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2017-04-07
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Corporate Banking  Private Banking  Financial Services  

Job Description

Company                   An European Corporate Bank

Location:                    Hong Kong 

Responsibilities:  

  • Provide quality support to Relationship Managers proactively in preparation and follow-up of Client Acceptance / Credit Proposal and related reviews
  • Maintain KYC / Credit records timely in an organised manner with accurate and complete updates in relevant systems in compliance with the bank’s policy and guidelines
  • Handle enquiries of client service matters and ensure that information requested from Head Office is followed up timely and appropriately
  • Perform proactive review to identify attention areas in KYC / Credit and contribute constructive ideas for work improvement and team achievement
  • Assist in compiling KYC / Credit related statistics report for analysis / tracking / management review
  • Provide administrative support including meeting set-up, business travel arrangement, expense claims
  • Perform ad hoc duties / projects as assigned by line manager

 Requirements:

  • Bachelor degree holder
  • At least 5 years of hands-on and relevant experience in Corporate or Commercial Banking and Client on-boarding / KYC. Additional work experience in credit support is a plus.
  • Good knowledge of commercial banking products and/or services
  • Excellent communication and client servicing skills
  • Fluent spoken and written English and Chinese
  • Team player with strong intercultural sensitivity
  • Good numeric, problem solving skills and organising skills
  • Responsible, proactive and result driven
  • Enthusiasm for work and ability to perform under time pressure / changes
  • Proficient in Microsoft Word, Excel and PowerPoint

 

Company Info

WIT Talent Solutions is a professional recruitment services provider headquartered in Hong Kong.  Being a specialist in the banking and finance industry, we consistently place top-notch talents to prestigious firms.  Our coverage ranges from front office to back office, including both permanent and contract hiring.  As an effective business partner, we provide excellent communication to clients and candidates in fulfilling their needs.

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