JOB DESCRIPTION

Canadian ac opening

1. Collect materials

2. ID verification; Issue/Scan and send email to P & CPO

3. Provide Welcome Letter to students

4. Confirm remittance with IS; Q5 to HK; Email to Canadian branch and cc IS

5. Provide Deposit Certificate to students

6. Related internal reports (daily register); Filing

7. Answer daily client enquiries

Term Deposit Opening

1. ID verification & Dow jones check

2. Get line manager approval (Low/Medium clients) ; Get OM approval

3. Provide remittance route to client and KYC filing; Contact clients for TD request or rollover/TT out application (original)

4. Funds received, send email to Capital markets; Provide TD receipt to clients (by mail)

5. Follow up with clients for instruction before maturity; Filing

Reporting

1. Weekly embassy report

2. Weekly Dow Jones check for existing clients (manual)

3. Term deposit Pipeline Tracking Report (Collect and consolidate data from RMs)

4. Total Balance of BMO China Co.Term Deposits (daily register of TD based on TD request emails)

QUALIFICATION

1. 5 working days per week, 4 months at least

2. Strong interpersonal and communication skills with clients on product instruction and process flow description via phone

3. Strong learning skills

4. Sincere, patient and easygoing: better with sweet voice on the phone

5. Fluent in English and Mandarin

6. Well-disciplined with ability to manage multiple assignments efficiently under pressure

7. Preferably with working experience of internships on commercial service

8. Strong skills on the use of technology tools e.g. Microsoft Office, internet explorer