in account opening function and selling banking loans products Define customer needs and refer customers to frontline sales... will be considered as Assistant Financial Services Manager The above post requires proficiency in English, Cantonese and Putonghua...
according to regulatory and internal bank policies/standards Manage clients’ static data and account opening services... on all rounded account opening processes Our Client Representing our top tier European Private banking group with AUM over USD...
static data creation and maintenance for client life cycle activities such as account opening, account review corporate...’s financial market for its outstanding performance and business integrity. Globally, SPD Bank ranks 18th on the list of “Top 1000...
with Financial Services Compliance to safeguard investor asset and to provide excellent service. uSMART Securities' core management... Handle branch walk‑in client enquiries and assist in register and account opening procedure Achieve business goals through...
Responsibilities: (No Sales Role) Handle and deliver excellent customer service with clients’ enquiries on account... opening, trading platform and market information with professional manner; Perform due diligence and KYC checks on clients...
Cash Counter Service and Back-Office Functions for Deposit Account services; Handle end-to-end processing of Time Deposit... experience or Branch Operations experience (of which 3 years’ experience in supervisory level) in Deposit Account Services...
Officer, Client Services and Middle Office We are the largest Singaporean stockbroker by both market capitalisation... obligations. Assist with account opening procedures for both local and offshore clients. Contribute to ad‑hoc projects...
communication Support daily reporting activities and monitor CIES/FATCA/CRS filing obligations Assist with account opening... Requirements: Minimum 1–2 years of client servicing experience in the financial industry; prior experience in a brokerage firm...
Description Leading Brokerage Firm – Customer Service Officer Salary & Benefits HKD 20,000 – 23,000 x 12 months... to Friday, 9:00 AM – 6:00 PM Key Responsibilities Handle customer inquiries and documentation related to investment account...
Process all customer instructions strictly in adherence to Bank policies and procedures Provide counter services account...Responsibilities Handle daily financial transactions and ensure the correctness and accuracy of all transactions...
be delivered on time Provide counter services account opening and other job duties as assigned Promote & cross-sell general...Responsibilities Handle daily financial transactions and ensure the correctness and accuracy of all transactions...
account opening and other job duties as assigned Requirements: Secondary school graduates with passes in HKCEE / HKDSE... You Expect" , is also a leading distributor of investment solutions and services, supported by a broad range of products...
account opening/closing, and prepare relevant documents. Assist in handling and resolving audit, tax, and other related... business operations. Assist with client KYC/AML review upon account opening, and assist on subscription and redemption...
, and service‑related activities, ensuring requirements are clearly defined to support all scenarios of KYC account opening... it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial...
. Process and follow through customer requests and enquiries to ensure customer satisfaction. (D) Account Opening System...Job Description - Officer, Business Development Executive, Consumer Banking Group (WD79299) Job Description Officer...
KYC, anti-money laundering, documentation completeness in account opening and in each deal Requirements Degree holder...Senior Officer to Associate, Treasures Relationship Associate, Consumer Banking Group [protected-phone-number]P...
Job Description - Officer, Treasures Onboarding Specialist, Consumer Banking Group (WD72300) Business Function... and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...
. Process and follow through customer requests and enquiries to ensure customer satisfaction. (D) Account Opening System...Job Description - Officer, Business Development Executive, Consumer Banking Group (WD72051) Job Description Officer...
KYC, anti-money laundering, documentation completeness in account opening and in each deal Requirements Degree holder...Senior Officer to Associate, Treasures Relationship Associate, Consumer Banking Group [protected-phone-number]P...
legal documents, including account opening documentation and settlement agreements for derivatives. Compliance Oversight... secretary experience ideally in financial services industry Knowledge of KYC processes, economic substance filings, and company...