Client Servicing Officer - Private Banking

Full time
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Job Details

Employment Type

Full time

Category

Finance

Salary

0.00 USD

Valid Through

Sep 22, 2025

Job Description

ResponsibilitiesBe a team member of Private Banking DepartmentProvide first-class customer service which meet the standards / requirements / guidelines prescribed by regulators and the BankProvide professional and appropriate advice in the best interests of clients and with regard to their unique circumstancesAssist Relationship Managers in account opening / maintenance, preparing credit proposals, amendments and reviewsTake clients' orders for securities investment and other banking productsMonitor remittance, loans and deposits, and securities investment transactions pending for settlement upon value dayRequirementsUniversity graduateMinimum 3 years’ relevant experience in banking (preferably private banking) and customer servicePassed the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer is preferredRelevant HKIB qualification would be an advantageGood knowledge of banking procedures as well as credit and investment productsTeam player with strong presentation and communication skillsGood command of both spoken and written English and Chinese, Putonghua is a plusPersonal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Data Policy, which is available upon request.

Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.

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