Contract Assistant, Private Banking (Client Relationship Management)

Responsibilities: KYC Reviews: Perform name screening for all connected persons, review and prepare request for submission; review 12 months transactions and escalate if necessary Annual Portfolio Reviews: Download monthly statements from system for Relationship Managers to review before deadline Internal Reviews (Quarterly Review): Draft the review by comparing relevant report of each account managed by Relationship Manager Requirements: Higher Diploma Holder or above Relevant experience in ban

Bank Of China (Hong Kong) Limited - Hong Kong - Full time

Salary: Competitive

Responsibilities:
  • KYC Reviews: Perform name screening for all connected persons, review and prepare request for submission; review 12 months transactions and escalate if necessary
  • Annual Portfolio Reviews: Download monthly statements from system for Relationship Managers to review before deadline
  • Internal Reviews (Quarterly Review): Draft the review by comparing relevant report of each account managed by Relationship Manager
Requirements:
  • Higher Diploma Holder or above
  • Relevant experience in banking industry
  • Proficient in general computer applications (e.g. MS Word, Excel) and Chinese input methods
Apply
22950155

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