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Account Services Manager - HK Fintech/ Retail & Commercial Banking (Client onboarding & service)

Captiare Limited

  • Company Industries:Banking

Job Information

  • Post Date:2019-04-15
  • Career Level:Middle
  • Location:Not Specified
  • Qualification:Degree
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Others:Full Time, Permanent
  • Job Function:Retail Banking  Others  Others  

Job Description

Our client is an vibrant Chinese Fintech start-up in Hong Kong with strong partnership with well established corporations in banking and financial advisory services. Currently it is seeking for a versatile professional to become their Account Services Manager to join their expanding team.

The successful candidate will be supporting the overall functions of client account opening, including but not limited to preparation & review of related documents; reviewing the account opening & client on-boarding journey to ensure a satisfactory customer experience; affirming the correctness and completeness of customer profile creation, account set up & related services request; participation in ad-hoc e-projects.

 

REQUIREMENT:

  • Minimum 4 years’ working experience preferable in client on-boarding process and client service experience
  • University degree in Banking, Business Administration, Finance, Marketing or a related discipline preferable
  • Possess strong and in-depth knowledge of client management & onboarding, on-going KYC review documentation checking, name screening, regulations and market standards
  • Customer-oriented with strong business acumen and analytical skills
  • Strong writing, presentation, communication, influencing and negotiation skill with good spoken and written English, Cantonese and Mandarin
  • Strong sense of ownership and servicing mindset to ensure efficient and effective customer service processes
  • Self-motivated and able to work under pressure and meet deadlines, while maintaining a positive attitude
  • Strong senses of risk control and management

 

 

 

Company Info

Captiare Limited is one of the leading Technology recruitment firm. We have 10 years’ track record of providing professional recruitment services for well-known MNCs, Banks, Regulatory institutions.

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