Marketing Associate (SALES AGENT(OTHER FINANCIAL SERVICES))

(Staff)
63 Market Street 22nd Floor, Bank of Singapore Centre Singapore 048942
Singapore - Singapore - Singapore

DESKRIPSI PEKERJAAN

Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with SFC Code of Conduct and HKMA guidelines by: - Observing BOS policies and regulations at all times, include code of conduct, suitability, cross border restrictions and relevant ordinances of HK and Singapore Observing internal guidelines and maintaining data confidentiality Understanding the risk profile of the clients. Acting as a gatekeeper and ensure full compliance of sales process, RPQ, annual review of PI, AML, KYC, product mis-matching, etc Keeping client profiles and documentation complete, accurate and up-to-date Contributing to the team’s compliance standards by briefing new team members (RM and MA) about key procedures include order taking procedures, system access (Globus, RM Workbook, CRM, helpdesk support), business recovery and DR site, client relationship, etc Ensuring new regulatory/ internal policies are implemented and rolled up properly Respond to all clients’ enquiries and instructions, follow up on client issues and requests Coordinate with Product Groups, Operations and other functional counterparts Prepare CA and monitor credit review, line excess, margin call, collateral position, etc Prepare account review materials for RM or IC review on a regular basis Alert Relationship Manager and/or respective parties should special actions be required Provide administrative and client support to Relationship Manager/Senior Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data (e.g. contact lists, account numbers, facilities details, status of credit reviews/ renewals, etc.), scheduling appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials, collecting and preparing product and marketing materials etc.
REQUIREMENT

Minimum 3-8 years’ related experience in client service, operations or sales support Understand the basic mechanism of common financial products and services Knowledge in credit, sales and marketing is preferable Analytical, meticulous, sensitive to details and odds Excellent communication and customer service skills Fluency in English and Putonghua are essential for handling GCNA Markets Distinction on seniority based on years of experience Possess of regulatory license is required. (HKSI Licensing Examination Paper 1, 7 & 8) A good team player; Effective communication and computer skills; Ability to read Chinese preferable; Attention to details and diligent Holds a bachelor’s degree, or equivalent

DETAIL LOWONGAN
  • Umur -
  • Min. Qualification S1/D4
  • Min Experience Staff

LOKASI KERJA

Alamat

Hong Kong

GAMBARAN PERUSAHAAN

-

https://www.bankofsingapore.com/

100-250

Formal

English

Keuangan/Bank

6565598000

monday - saturday

-

FOTO PERUSAHAAN

Lokasi Perusahaan 63 Market Street 22nd Floor, Bank of Singapore Centre Singapore 048942