Job Description

Job description

To do related part check daily To do TD interest Rate Confirmation Slip daily Prepare Vulnerable Client Assessment form and to send it to client by email or by courier Prepare IRAQ form and to send it to client by email or by courier Prepare W8BEN/W8BEN-E and to send it to client by email or by courier Prepare Accredited Investor form and to send it to client by email or by courier DHL arrangement Prepare DHL weekly payment form, to be submitted to finance Print account opening forms Assist ARM to take care Fixed Deposit renewal and withdrawal schedule (put the schedule into RM & ARM email calendar) Prepare flexcube Fixed deposit form & outward remittance instruction Take meeting attendance list Other MIS report Key in Avaloq (including trade, client info update, etc.)

Job Requirement

Degree in relevant discipline from a recognized university. Experience in private banking is preferred. Good communication and organization skills, with the ability to interact with senior stakeholders in Taiwan.
Salary will be commersurate with experience*