岗位职责
To provide administrative support and client services to portfolio of MNC EU1 team and acting as a backup when any team member is on leave or not available.
- Acting as a first point of contact to customers supporting all servicing related requests.
- Acting as coordinator between clients, B/L and other internal counterparts.
- Preparing ad-hoc exceptions and day-to-day servicing of clients to allow internals to focus on efficiency.
- Ease communication between clients and due diligence team when needed for on-boarding, KYC update, and KYC recertification.
- Proactively follow‐up on any irregularities/exceptions found in the process of KYC/Account opening and assist RMs for special handling process, and escalate to management on a timely basis for a smooth relevance.
- Support RMs on KYC and account opening processing.
- Receiving/resolving enquiries raised by the business line with respect to KYC/ client onboarding issues
- Controlling the number of KYC Review and reminding Relationship Manager to close the KYC recertification in timely manner
- Support RMs on ongoing and ad hoc suspicious transactions review, and monitoring
- Support RMs on due diligence reports
任职要求
- University graduate or above
- Accounting/Business/Economics/Finance related degree is highly preferable
- Strong Operational and administrative skills
- Customer oriented with good corporate banking product knowledge
- Excellent communication / interpersonal skills and strong team spirit