• Assist Relationship Managers with daily transactional duties including but not limited to taking investment orders, remittance, account documentations and credit modifications timely and accurately
• Handle and follow up account opening and on-boarding process, conducting KYC/AML procedures, and ensure compliance with local regulatory requirements and internal policies
• Deliver efficient and professional responses by resolving clients’ inquiries and providing proactive assistance
• Support the development and maintenance of client relationship to facilitate the business of Relationship Managers
Ideal candidates should possess:
• Bachelor’s degree or above in business/finance or related discipline
• At least 3 years’ relevant work experience in serving high net-worth clients
• Pass in the HKSI Licensing Examination and qualified for handling Regulated Activities Type 1 (dealing in securities) & Type 4 (advising on securities)
• Knowledge of private banking products and treasury services, good understanding of banking operations and local regulatory policies
• Good team player, self-motivated, detailed-oriented, be able to work independently with good interpersonal and organizational skills
• Excellent communication skills with strong customer-focused mindset
• Proficient in written and spoken English and Chinese including Mandarin
We offer attractive remuneration package and comprehensive fringe benefits. Interested parties please e-mail your full resume with current and expected salary to HK_Recruit_hr@hk.cathaybk.com, quoting job title.
Personal information collected will be used for considering suitability for the post and strictly in accordance with our personal data policies. It is our policy to retain the personal data of unsuccessful applicants for future recruitment purposes for a period of maximum two years.
Do not trust SMS from unknown sources
Cathay United Bank reminds you:
The Bank will not ask customers to log in Internet Banking and to enter account or personal information, including user name and password.
If you receive a text message purported to be from the Bank or from an unknown source, you should not respond to them or click on any links. If you have entered your Internet Banking user name and password on a phishing website, you are strongly advised to change your password as soon as possible.
Any questions, please call our Customer Service Hotline at (852) 2877 5488.
