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Team Secretary in Client On-boarding Team, Private Bank (6 months renewal contract)

Global Associate

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2019-02-20
  • Career Level:Middle
  • Location:Quarry Bay
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Salary:HK$20,000 - 30,000 /month (negotiable)
  • Employment Type:Contract, Full Time
  • Job Function:Private Banking  Order Processing & Operation / Settlement  Wealth Management  

Job Description

Duties: 

 - Assist in implementation and process projects admin works

- Support to special mail, statements, eBanking applications, return emails and queries

- Ensure client files are stored

- Prepare Management and Statistical reports, analyse and explain trends in volume activity

- Process Static Data updating request

- Clerical works including record retention, scanning, indexing and validating image of legal documents

- Assist in the client on-boarding documentation process

- Willing to support to whole team in any ways with professional manner

- Assist to maintain the smooth conversation on on-boarding process, compliance, legal, RM teams, and other departments

- Ad hoc duties

Requirements:

- Degree Holder

- Fluent in English

- Very strong in Excel, ACCESS, Powerpoint and reports

- Familiar with private clients in on-boarding process in Banks

- Fluent in English and Cantonese

Please send your CV to Ms. Jackie Wong: jackie.wong @globalassociates.com and cc to cv @globalassociates.com

Company Info

Our client is an International supply chain company.  It has an immediate opening for the position of Manager – Support Operations (Analytics) – Supply Chain

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