Job summary

Our client, is a leading foreign bank offering a range of banking and financial services globally. Their Private Equity team is is responsible for providing tailored investment solutions to their high-net-worth clients, institutional investors, and family offices with wide spectrum of asset classes. The team is looking for a Client Service Specialist to join and support the growing client base.. Candidate with previous experience in banking / private equity is highly preferre...

Our client, is a leading foreign bank offering a range of banking and financial services globally. Their Private Equity team is is responsible for providing tailored investment solutions to their high-net-worth clients, institutional investors, and family offices with wide spectrum of asset classes. The team is looking for a Client Service Specialist to join and support the growing client base.. Candidate with previous experience in banking / private equity is highly preferred.

Responsibilities

  • Support and manage Daily Operational Activities, including:
    • Account Opening, Conducting CDD review and KYC support
    • Support RM and PM in loan servicing and deposit activities
    • Follow up customers' instructions, including in/out ward remittances, to ensure timely and seamless completion of the transaction
    • Respond customer enquiries in prompt and professional manner
    • Maintain and update customer documentation as needed
    • To provide support for ad hoc report and project
    • Acts as the key point of contacts for after sales services and to coordinate with other internal departments including online banking, credit administration and compliance etc. to ensure smooth delivery of services
  • Deliver excellent customers' banking services by ensuring that the customers are attended to promptly and all their challenges are resolved without delay
  • Maintain updated knowledge of the team's products and services and to identify cross sales leads
  • Contribute ideas to resolve customer problems to improve customer services and productivity
  • Ensure that all the bank's policies and procedures, code of conduct and regulatory guidelines are strictly complied with in the process of discharging duties.

Qualifications

  • At least 3 years working experiences in handling general banking services and customer services in banking / private equity industry
  • Strong communication and interpersonal skills, able to establish effective relationships with the customers and to support RM and PM in maintaining day to day customer banking activities
  • Be proactive in anticipating customers' questions and familiarize themselves with products and services to offer the best recommendations
  • Excellent organizational and multitasking skills
  • Strong command of written and verbal Cantonese, Mandarin and English
  • Self-starter and good team player
  • Proficiency in MS Word, Excel, Power Point

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