Associate, Elite Gold Banking Centre

Job level Middle
Work exp Minimum 3 Years
Education Not applicable
Location
Central Hong Kong Island, Hong Kong
Employment type Full Time
Benefits 13-month pay, Education subsidies, 5-day week, Insurance plan, Medical plan, Performance bonus
Industry Banking
Job function Banking / Finance > Investment & Securities
Banking / Finance > Loan / Mortgage
Banking / Finance > Others
Published On 25/05/2018 2018-05-25

Responsibilities

  • Handle enquiries and money transfer in and out, FX trading, deposit, loan overdue and loan switch follow-up, discharge of mortgage and settlement handling
  • Provide support to Bankers with the objective to retain and grow portfolio or assist in handle ad-hoc reports/ project for the department
  • Conduct quality client on-boarding, account opening, customer screening, source of wealth determination and ongoing KYC proposals
  • Deposit rollover -  contact customer to obtain rollover &/or withdrawal instructions
  • Support bankers in the loan process including -  CRMA, KYC, DDA, LOI, documents signing, follow up valuation, TU searches, follow up drawdown
  • Cross-sell banking products (such as bonds, funds) and insurance  to customers in order to achieve bank sales target
  • Facilitate lending applications processing including financial analysis and preparation of the lending proposals, follow up supporting documents

Requirements

  • Degree / Diploma holder preferred
  • Minimum of 3 years' solid relevant experience in banking
  • Banking experience in local and / or overseas property financing, FX, Investment and Insurance product
  • Customer-oriented and Excellent communication skills
  • Meet licensing requirement

 

Attractive remuneration package will be offered to the right candidate.  Please apply with full resume stating present & expected salary and contact phone number to The Human Resources Manager, 10/F, 161 Queen’s Road Central, Hong Kong. Please quote the reference.

Personal data collected will be used for recruitment purpose only.  For more information, please visit our website: http://www.ocbcwhhk.com.