Account Management Analyst - Global Private Bank

Salary :

$30,000 - 35,000 monthly

Company : Morgan Mckinley

Job Type : Full Time

Hong Kong

Number of Applicants

000+

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Job Description - 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

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Account Management Analyst - Global Private Bank

Job Description - Account Management Analyst - Global Private Bank

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