Associate - Client Services | Corporate & Institutional Banking

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Morgan McKinley Hong Kong
  • 21 Jul 18 2018-07-21

Associate - Client Services | Corporate & Institutional Banking

Our client has a rich history and a good brand in the banking sector. As a Client Services Associate, you will be the primary point of contact for clients providing advice and assistance. You will be required to respond promptly to enquiries from stakeholders both internally and externally on a wide range of matters.


  • Report to Client Services Manager
  • Opening and maintenance of client accounts
  • Develop an in-depth knowledge of the portfolio of the clients
  • Maintain client data and documents into client database
  • Regularly meet with the clients in person to review their register and service
  • Complete KYC Record incorporating local regulatory requirements and policies
  • Contact internal stakeholders to obtain further information and guidance on AML/ KYC
  • Assist in ad-hoc duties as assigned

  • Degree holder or above
  • Minimum 3 years of experience in client services/ account opening gained from financial institutions
  • Product knowledge of corporate and institutional banking products would be highly preferred
  • Sound knowledge of KYC/ AML and compliance frameworks
  • Strong interpersonal and communication skills
  • Excellent command in spoken and written Cantonese, English and Mandarin
  • Pro-active, mature, well-organised and an excellent team player
  • Able to multi-task, prioritse work load and work in a fast paced environment