Acquire new SME clients, manage end-to-end KYC, ensure regulatory compliance, and achieve sales targ
岗位职责
Acquire New-to-Bank clients to the SME segment, acting as the single point of contact and managing the end-to-end KYC process.
Conduct customer due diligence, AML assessment, FATCA, and CRS in accordance with regulatory requirements.
Achieve individual business targets and contribute to team performance.
Proactively connect with key contacts from channels for business expansion.
Communicate timely with clients regarding inquiries on know-your-customer requirements.
Manage client experience by handling customer inquiries with timely responses.
申请条件
Bachelor's degree in Business, Finance, or related disciplines.
Minimum 2-5 years of SME banking experience in customer relationship management is preferred.
Good interpersonal and communication skills.
Proactive, sales-oriented, and results-driven.
雇主简介
As Deputy Head of GM Equities Hong Kong, you will be responsible for growing OCBC's Hong Kong equities franchise by delivering sustainable business growth, strong client outcomes, and operational exce...