Officer / Senior Officer, Sales Support - CITIC Capital Holdings Limited
7 May, 2020
Responsibilities Provide secretarial and administrative support to the assigned business team including photocopy, filing, data entry etc. Assist the Team Head to coach newly joined RM on how to handle new company account opening and how to perform customer’s account inquiry through different System in the Bank. Handle account opening and renewal, prepare the related documentation and related correspondences. Accountable for some centralized tasks in particular in Business Banking such as daily clearing cheque verification / focal point on guarantee scheme / monitoring on missing documents follow up after loan draw down or new account opening etc. Compile daily transaction report & all necessary reports. Handle customer enquiries on account balances, deposit renewals, term loan rollovers etc. Report timely any unusual transaction / activity suspicious of money laundering to Compliance Department; and malpractice/ irregularity identified to supervisor. Requirements Secondary education or above Minimum 3 years of practical experience in Retail Banking. Self-motivator and customer centric. General understanding on SME and retail banking products. Basic knowledge in accounting principles, credit and loan document Good PC skills including Microsoft Word, Excel and Powerpoint. Good interpersonal skills and strong team player Good command of written and spoken English and Chinese (including Putonghua).
Founded in 2002, CITIC Capital Holdings Limited ("CITIC Capital") is a global alternative investment management and advisory company. The firm manages over USD22 billion of capital from a diverse group of international institutional investors. Core businesses include Private Equity, Real Estate, Structured Investment and Finance, and Asset Management. CITIC Capital currently employs over 280 staff members throughout its offices in Hong Kong, Shanghai, Beijing, Shenzhen, Tokyo and New York. The firm combines a deep knowledge of the Chinese business and financial markets with world-class investment expertise to create and maximize value for its investors.