Account Management Analyst - Global Private Bank

Responsibilities

• Review client brochure and documents for client outreach
• Prepare welcome pack for newly onboarded clients
• Partner with Sales team and update client contact information
• Review credit file application documents and process loan registration
• Review account opening requests
• Prepare management information reports

Requirements

• Bachelor degree, major in Accounting, Finance or Banking would be a plus
• Fluency in spoken and written English and Chinese
• Excellent communication skills and analytical skills
• Skilled in MS Excel, Word and PowerPoint
• Able to work independently and as part of a team
• Able to adapt to a fast-paced work environment