Your new company
Join a prestigious global financial institution with a strong presence across more than 50 countries. Known for its commitment to excellence, innovation, and client-centric solutions, this organization offers a dynamic and collaborative environment where high standards and professional growth are part of the culture.
Your new role entails:
• Conducting client outreach and reviewing suitability documentation.
• Preparing Welcome Packs and resolving returned mail with Sales Team.
• Reviewing account closure and credit file application documents.
• Processing loan registrations, agreement re-executions, and account type changes.
• Handling sub-account opening requests and HKIRD registrations.
• Maintaining SharePoint documentation and preparing MI reports for business units.
What you'll need to succeed:
• Bachelor's degree (Accounting, Finance, or Banking preferred).
• Fluent in English, Cantonese, and Mandarin.
• Strong analytical, documentation, and communication skills.
• High attention to detail and ability to work independently and collaboratively.
• Proficiency in MS Excel, Word, and PowerPoint.
What you need to do now
Click apply and submit in your latest resume or ring us at +852 2101 0048 for a confidential chat
23236359