Assist relationship managers in handling account-related matters for non-bank financial institution clients, including but not limited to coordinating account opening applications and maintenance forms, checking document completeness, ensuring logical and compliant signature and authorization setups, and liaising with internal departments to facilitate account opening and maintenance processes.
Support relationship managers in processing clients’ daily transactions, including but not limited to deposits, settlements, and foreign exchange.
Assist in conducting industry research related to non-bank financial institutions.
Support coordination with relevant industry associations and help organize various events.
Assist in analyzing client account usage and provide recommendations for relevant marketing strategies.
Requirements
More than 3 years of experience in the financial industry, with goo...
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