Discover your dream Career
For Recruiters
PERSOLKELLY Hong Kong

Senior Officer - Customer Service (Regional Bank - Up to 30k)

PERSOLKELLY Hong Kong Limited Hong Kong
Posted 2 days ago Permanent HK$25k - HK$30k
Provide Relationship Management Support to assist Relationship Managers (RM) in marketing, relationship management, and business development for both local and regional clients. The successful candidate will be responsible for coordinating corporate/institutional banking activities for affiliated businesses, supporting deal origination, and ensuring compliance with regulatory requirements.

Responsibilities:

  • Open new accounts, conduct KYC and AML checks, and perform periodic CDD reviews.
  • Support RM in establishing market contacts and devising strategies to expand the client base.
  • Identify and cultivate new business opportunities to diversify the customer base.
  • Aid RM in managing customer relationships, promoting products, and managing portfolio risks.
  • Assist in completing financial transactions.
  • Help finalize loan agreements for regional corporate customers.
  • Promote loan operations and handle FX-related matters for regional customers.
  • Provide advisory support to RM as needed.
  • Monitor existing accounts and follow operational procedures to minimize errors.
  • Monitor covenant sheet and complete asset assessment, watchlist, and credit review promptly.
  • Report potential problem accounts to management in a timely manner.
  • Ensure full compliance with internal and external rules and regulations.
  • Independently manage legal documentation and provide feedback promptly.
  • Perform Customer Due Diligence according to the bank's policy and procedure.
  • Perform any other duties as assigned.

Qualifications and Experience:

  • Bachelor's degree in finance, economics, business administration, or related field.
  • Proficiency in MS Office, including Word and Excel.
  • Strong written and spoken English and Mandarin/Cantonese skills.
  • ECF qualification is advantageous.
ABOUT COMPANY
Hong Kong
100 Employees HR & Recruitment
PERSOLKELLY is one of the largest recruitment companies in Asia Pacific providing comprehensive end-to-end workforce solutions to clients. ​ ​ Headqua...
More Jobs From PERSOLKELLY Hong Kong Limited
PERSOLKELLY Hong Kong Limited
VP/AVP (Planning and Budgeting team)
PERSOLKELLY Hong Kong Limited
Hong Kong
2 days ago Full time Negotiable
PERSOLKELLY Hong Kong Limited
Associate (Japanese speaking Financial Control/Planning)
PERSOLKELLY Hong Kong Limited
Hong Kong
2 days ago Full time Negotiable
PERSOLKELLY Hong Kong Limited
Japanese speaking Business Planning
PERSOLKELLY Hong Kong Limited
Hong Kong
2 days ago Full time Negotiable
PERSOLKELLY Hong Kong Limited
Trading System Support
PERSOLKELLY Hong Kong Limited
Hong Kong
3 days ago Full time HK$50k - HK$70k
PERSOLKELLY Hong Kong Limited
Senior Officer/Assistant Manager (Underwriting-Marine Insurance)
PERSOLKELLY Hong Kong Limited
Hong Kong
4 days ago Full time Negotiable
PERSOLKELLY Hong Kong Limited
Project Manager (Banking)
PERSOLKELLY Hong Kong Limited
Hong Kong
3 days ago Full time HK$30k - HK$50k
PERSOLKELLY Hong Kong Limited
Senior Project Manager (Digital Business Services – Transformation ) Up to 80K
PERSOLKELLY Hong Kong Limited
Hong Kong
5 days ago Full time HK$30k - HK$60k

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.
More Jobs Like This