Syndicated Loans Client Services Analyst

Robert Half Hong Kong Limited; Hong Kong; On-site; HKD 312,000 - 335,000; Full time

Job summary

Robert Half Hong Kong Limited is seeking a Client Services Officer focused on Syndicated Loans. The role involves overseeing day-to-day banking transactions, KYC/CDD compliance, and support for credit-related activities to ensure seamless client service.

The position requires 1–3 years in banking, a finance-related degree, strong MS Office skills, and fluency in English and Chinese. You will collaborate with Relationship Managers on deal execution and post-signing activities.

Qualifications

• Bachelor's degree in finance, accounting or business administration.
• 1–3 years in banking, focusing on commercial operations, credit support or syndicated loans.
• Proficiency in MS Office applications (Word, Excel, PowerPoint).
• Fluent English and Chinese (Cantonese and Mandarin).

Responsibilities

• Oversee day-to-day banking transactions, account setup and general admin workflows.
• Handle KYC, CDD and event-driven account reviews in line with AML standards.
• Perform credit analysis, cash flow forecasting and loan reviews.
• Assist with structured finance and syndicated loan deal execution, documentation and follow-ups.

Skills

Credit analysis

Financial analysis

Communication

Teamwork

Education

Bachelor's degree in Finance/Accounting/Business Administration

Tools

MS Office (Word/Excel/PowerPoint)

Job description

Robert Half Hong Kong Limited is seeking a Client Services Officer focused on Syndicated Loans. The role involves overseeing day-to-day banking transactions, KYC/CDD compliance, and support for credit-related activities to ensure seamless client service.

The position requires 1–3 years in banking, a finance-related degree, strong MS Office skills, and fluency in English and Chinese. You will collaborate with Relationship Managers on deal execution and post-signing activities.