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Sales Support Officer | PB (1yr up to 24k)

Salary undisclosed

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A leading foreign bank is looking to hire a junior sales support officer. Candidates with client services/ client onboarding/ and documentation checking experiences are highly preferred. Fresh graduates with relative internship experiences are also welcomed

Key Responsibilities

• Provide sales and maintenance support by reviewing client forms/documents for accuracy before submission to Wealth Management Operations (WMO).

• Perform operational support tasks, including independent call-backs and coordinating retail banking services for Private Banking (PB) and Treasures Private Client (TPC) clients.

• Track and report data accurately to support management reporting requirements.

• Handle Front Office inquiries related to sales and operational procedures.

• Support account opening by coordinating with RMs and ARMs for document verification, scanning, and archival.

• Communicate with stakeholders to resolve account opening system-related issues.

Key Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related field.

• Prior experience in client services or account onboarding is highly preferred.

• Strong customer focus with excellent communication and interpersonal skills.

• Proficiency in both spoken and written English and Chinese.

• High attention to detail with strong accuracy.

• Self-motivated, capable of multitasking effectively, and committed to high integrity and accountability.