2025-04-15

Job Description:

As our Relationship Officer you’ll be the go-to officer for providing a high level of service to clients. You’ll be responsible for managing the account opening process for new and existing clients, facilitating the visitation process for all existing clients and executing all day-to-day responsibilities associated with the maintenance of all KYC data.

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Job Responsibilities:

• Every day, you’ll build trust with clients and team members by learning new concepts and researching information in real-time to provide creative solutions.
• To thrive in this job, you’ll need knowledge of private banking products, markets and traditional and non-traditional service providers.
• Client Engagement. You’ll collect all required information and documentation from the client. Completing profiles on internal KYC databases, including client profiles, account profiles, new account approval forms, visitation forms, etc.
• You’ll be attending client meetings and events as requested by RM. Accompanying Relationship Managers on customer calls to provide information about account opening requirements and product information You’ll also work with Operations and Compliance teams to obtain approvals for account opening Compiling new account package and working with
• You’ll assist with input of details to new client database, monitoring upcoming visitation reports and work with RM to ensure timely visits.

Job Requirements:

• You must have a Bachelor’s degree in business, related field or equivalent experience
• Language: English as well as Cantonese and/ or Mandarin

Job Details:

Company: HSBC

Vacancy Type: Full Time

Job Location: New York, NY, US

Application Deadline: N/A

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Apply Here

Vacanciesspot.com