中金公司Account Management Team Support (Contra...

企业直聘
发布时间:2021-07-14 招聘类型:社会招聘 来源:中金公司 岗位热度:1
公司/部门:股票业务部 工作地点:香港

工作职责:

This job is to be performed by an Account Management Team Support who is responsible for account management and client relationship management of Equities Department.

? Conduct the account review exercises on Anti-Money Laundering (AML), Common Reporting Standard (CRS), FATCA and Professional Investor B (PIB)
? Co-ordinate the input of CICC service into CRM systems, verify the content and export into clients’ customized systems

任职资格:

Skills and Abilities

? Experience with Equities account documents and knowledge on know-your-client (KYC) process
? Familiar with Client Relationship Management (CRM) system
? Good command in PC skills, in particular Excel and data management
? Good command in Mandarin and English

Qualifications

? Post-graduate is preferred

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