Customer Data Management (CDM Operations) Hong Kong recruitment

ROLE SUMMARY:

Responsible on managing client's data documents for PB HK branch accounts, includes
1. Account set up/ closure in system,
2. Bank reference letter preparing,
3. CIES reporting to immigration,
4. W8Ben, W9 handling,
5. UAT for system enhancement.  
 

Qualifications  

 TO QUALIFY, YOU MUST POSSESS:

Candidate profile:
1. Good knowledge of client account set up/ account structure within private banking,
2. Good command in English and Chinese,
3. A good team player, independent, diligent and attentive to details.
4. With well interpersonal and communication skills,
5. Good in MS Office applications (Excel, Word, PowerPoint…etc)