Investment Bank - Analyst (Client Documentation Support)

Posted 4 days ago Permanent Competitive

Investment Bank
Private banking client documentation support

About Our Client

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.

The Successful Applicant

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.

What's on Offer

Investment Bank
Excellent exposure

Job ID JN-072026-7071798

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ABOUT COMPANY

Michael Page Hong Kong

Hong Kong

HR & Recruitment

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