Customer Services Officer (Trust)
PermanentBanking & Finance
Responsibilities:
- Provide end to end client service to high net worth trust clients
- Prepare transaction processing, documentation and generate accurate reports.
- Perform KYC, due diligence and background check for clients.
- Assist in client on boarding process.
- Work closely with marketing and sales team to facilitate the transactions in efficient and professional way.
- Assist in annual review process, ensuring the preparation and updating of relevant documentation.
- Prepare required documentation for new asset injections, ensuring accuracy and adherence to internal policies and procedures.
- Maintain physical and electronic filing systems for all trust documents and transaction records, ensuring compliance with statutory guidelines and confidentiality requirements.
- Liaise with vendors and service providers to ensure high-quality service delivery.
- Assist on ad hoc tasks as required.
Requirements:
- Bachelor’s degree in a relevant field.
- 1-2 years of experience in customer service or client-facing roles in financial and trust industry.
- Detail-oriented approach in preparing precise documentation.
- Good organization and communication skill.
- Fluent in Cantonese, Mandarin and English.
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