Investment Bank - Analyst (Client Documentation Support)
Michael Page
Hong Kong
Full time
Permanent
On-site
Competitive
About the job
- Investment Bank
- Private banking client documentation support
Our client is a well-known Investment Bank. Currently, they are looking to hire an Analyst to join their team to support private banking client documentation.
Job Description
- Review Product Brochure suitability, conduct client outreach and document checks.
- Review account closure and credit application documents.
- Process loan registrations, agreement re-executions and account type changes.
- Review SFS sub-account opening requests and coordinate HKIRD registration.
- Prepare management information (MI) reports and support other business units as required.
- Degree in Finance, Banking, Accounting or a related discipline is preferred.
- 1+ year of relevant experience in banking, financial services or operations is an advantage.
- Fluent in spoken and written English and Chinese (Cantonese and Mandarin).
- Proficient in Microsoft Excel, Word and PowerPoint.
- Able to work effectively in a fast-paced environment.
- Investment Bank
- Excellent exposure