Our client is reputable Corporate Banking To cope with the rapid business expansion, they are now inviting high caliber candidates to join the team

Client Services Representative/Loan Drawdown - Corporate Banking 

Within the Corporate investment banking , the CIB Client Management Client Service team objective is to provide our clients with a top of the range service and ensure a dedicated follow up of their products.

Working closely with the different Corporate Banking teams ( Sales, Trader, Business manager, Middle and Back Office, etc ) , and products (FX, Loan, Payment & Receipt, Deposit, Security Trading, etc ) , the Global Client service Team engages all level of management internally and externally in developing operational efficiency to advance the firm to firm relationship.

Responsibilities

Manage client order and activity

• Ensure all requests / orders are properly placed on behalf of clients for operation teams to further process

• Loan drawdown, roll over, and repayment (bilateral loan including money market loan and term loan)
• FX transaction (spot & forward)
• Cash transaction (new deposit, roll-over deposit, internal transfer, outward remittance, ACH / CATI payment, foreign cheque clearing and collection

• Security Trading

Manage client inquiry

• Ensure all account management related inquiries (bank statement / balance check / update of Board Resolution / account details / audit request) are answered in a timely & professional manner

• Facilities outstanding / rates (OD, Loans, Deposits, BG etc..)

• 1st level client support on web portals

Co-ordinate client account management

• Co-ordinate with SBO, Relationship Managers, Client On-boarding team, and client for the necessary document for KYC, recertification, amendment and account closing processing

Track client requests

• Input all client request in Hobart
• Monitor client requests until completion

Manage daily account operations

• Including daily excess report, AML transaction inquiry, etc.

Contributing Responsibilities

 Maintain internal network

• To provide support and review of all daily transaction reports management client & account irregularities and to update client’s position to RM
• With Operations to ease problem solving through a partnership based relation
• Share and disseminate the common objective of global client satisfaction

Comply with Permanent Control Activities

• Direct contribution to operational permanent control framework.
• Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
• Comply with regulatory requirements and internal guideline
• Contribute to the reporting of all incidents according to the Incident Management System
• Minimizing operational failure, including but not exclusively, the risk of fraud, by helping to devise, and by implementing, sufficient regular controls
• Ensuring appropriate escalation to management and/or Permanent Control (or Compliance as appropriate) as soon as an issue is identified

Requirements

• At least 3-5 years of banking experience, preferably in Customer Service or Marketing Support
• Holder of HKSFC Type 1, 7 & 8 license
• Good banking and general product knowledge on FI, Trade, Cash & E-banking
• Proficiency in Microsoft office applications including Word & Excel
• Work in close partnership with internal stakeholders to deliver the high quality services to customers
•  Degree in Finance, Business or Mathematics; post-graduate degree in Business or Finance
• Fluent in English and Mandarin, written & verbal. French would be a plus.
•  History of achievement in previous roles
• Innovative and creative
• Rigorous to ensure quality 
• Details-oriented with good client management & interpersonal skills
• Ability to prioritize and multi-tasks, self-drive team player & work independently
• Excellent verbal, presentation and written communication skills
• Excellent analytical and problem solving skills

Please send full resume with present & expected salary to expedite sourcing in MS-WORD format by clicking “APPLY NOW”

Please quote our reference in your application

Personal data provided by job applicants will be used strictly in accordance with the employer’s personal data policies, a copy of which will be provided upon request

All information provided will be used for recruitment purpose only

Asia Progress is a well-established and reputable boutique talent acquisition agency specialising in the Banking & Finance industry. We firmly believed in providing exclusive and bespoke talent search to our clients and career advice to our candidates. 

Equipped with solid experience in recruiting for all levels, we have successfully developed an established and renowned practice. Our reputable network in the Banking & Finance industry is what makes us stand out from our competitors and enables us to remain competitive yet at the same time providing professional talent search and career advice.

For enquiries and contact details, please visit: www.asiaprogress.com.