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Account Management Analyst - Global Private Bank

salary Salary :

$30,000 - 35,000 monthly

icon building Company : Morgan Mckinley
icon briefcase Job Type : Full Time
icon geo-alt Hong Kong

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
Original job Account Management Analyst - Global Private Bank posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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