Assistant Relationship Manager
Assistant Relationship Manager
Cathay United BankFresher
- Posted 2 hours ago
- Be among the first 10 applicants
Job Description
Key Responsibilities
- Process KYC account opening, closing and amendment requests, including document preparation, completeness checks, application submission, collection of client documents and progress tracking. Responsible for periodic and ad-hoc KYC reviews.
- Support daily transaction services covering inward/outward/return/amendment remittances, current and time deposit transaction enquiries, FX transaction documentation, interest rate swap/option and derivative product documents, and authorized trader or client information amendments.
- Support loan administration including quotation of rates, handling exceptions and coordinate submission of drawdown and repayment-related documents, explain required repayment and interest payment arrangements to clients, and track pending items for non-credit reviews and other assigned cases.
- Handle image-based transaction instruction applications, inbound/outbound remittance tracking, seal or deposit-account-type modification applications, periodic account review support and routine client enquiries on non-credit matters.
- Coordinate with Relationship Managers and cross-functional teams, follow up case timelines and outstanding documents, maintain clear records, and provide documents requested by relevant internal units.
Job Requirements
- Up to 2 years of relevant experience in banking operations, transaction services, client servicing or a related field.
- Knowledge of corporate banking operations, account services, remittance, deposits and foreign exchange products.
- Familiarity with banking regulations, KYC/AML requirements and standard operating procedures.
- Good organization, follow-up and communication skills, with a service-oriented mindset.
More Info
Key Skills
standard operating procedures
AML requirements
foreign exchange products
banking regulations




