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Assistant Manager - Customer Services, Private Banking

Dah Sing Financial Group Hong Kong
Posted 1 day ago Permanent Competitive

Reporting to Team Head, you will be responsible for identifying, originating and developing client relationships with bankers to understand clients’ objectives and to cross sell products.

Responsibilities

  • Support Team Head & Relationship Managers
  • Maintain communications with clients to assess needs and risk profile, and help deepen clients’ relationship with bankers
  • Participate in client meetings with Relationship Managers to acquire relationship management techniques
  • Participate in defining target market, analysis of client needs and development of marketing and product enhancement strategies
  • Prepare transaction documentation for credit approvals within internal cut-off time
  • Gather research and information from a wide range of sources upon which to base the investment decisions
  • Assist Relationship Managers to monitor the progress of investments and portfolio structure and provide reporting upon Relationship Managers request within the timeline
  • Open accounts, prepare follow up documentation and general instructions within the timeline set by Relationship Managers or by reference to internal standard
  • Process credit approvals, investment and deposit transactions in a timely manner, and act as intermediary between clients and operations
  • Provide clients and Relationship Managers updated market information or on request and within the timeline set by Relationship Managers
  • Attend client meetings to record minutes and produce meeting summaries for client files and its maintenance
  • May effect transactions on behalf of clients or inform Relationship Managers/clients of any irregularities according to account documentation or general instruction

To meet the challenge, you should have the following qualifications and attributes:

  • Degree holder
  • Minimum 4-5 years of banking experience
  • Experience for servicing high net worth customers is a must
  • Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
  • Good knowledge in financial and banking products
  • Excellent interpersonal and communication skills
  • Proactive, eager to learn and hardworking
  • Good command of written and spoken English and Chinese

Please note that only shortlisted candidates will be notified.

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