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Client Services Analyst - Private Banking

Job Description - Client Services Analyst - Private Banking

  • Private Banking
  • Excellent exposure
About Our Client

Our client is a well-known Global Bank, currently they are hiring a Client Services Analyst to join their Privat Banking division in handling account opening and system enhancement duties.

Candidate with data analysis exposure would be a plus.

Job Description
  • Process client requests for account opening, servicing, and closure accurately and within service deadlines.
  • Update systems correctly and in a timely manner.
  • Support the manager to ensure daily operations are completed on time.
  • Report any issues or exceptions to management promptly.
  • Take part in projects, including gathering requirements, testing systems, and helping to train team members.
  • Assist with improving processes through simplification, automation, and system changes.
  • Share good practices and ideas to improve team efficiency.
  • Prepare management reports when required.
  • Communicate effectively with internal and external stakeholders.
The Successful Applicant
  • Bachelor's degree in Business, Finance, or a related field (or equivalent).
  • 1-3 years of experience in customer service, account opening/closure, and/or CRS and FATCA.
  • Good written and spoken Chinese and English.
  • Strong analytical and technical skills; advanced Excel and project or data analysis experience are an advantage.
What's on Offer
  • Private Banking
  • Excellent Exposure
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