Financial Institutions Relationship Manager
2 days ago
DBS Bank (Hong Kong) Limited is a leading financial institution in the region, providing a full range of commercial banking products and services to corporate customers. With a strong commitment to relationship management, service differentiation, product development, and rigorous credit standards, DBS has cultivated long-standing relationships with its customers.
Responsibilities
- Client Servicing: Daily client servicing includes loan drawdown, repayment of loan and interest, deposit, fund transfer, and remittance. This also involves coordinating Ideal admin matters and ensuring timely execution.
- Maintenance of Customer Records: Accurate maintenance of customer records and files is crucial for efficient service delivery.
- New Account Opening: Processing new account openings, conducting thorough searches, and providing necessary information for KYC compliance are key responsibilities.
- MIS and Reporting: Consolidating MIS and internal reports for the team enables data-driven decision making.
- Regulatory Compliance: Ensuring adherence to regulatory requirements, bank policies, lending guidelines, and procedures is essential.
- Client Coverage: Focusing on financial institutions, including banks, brokerage firms, funds, insurance companies, etc., this role requires building strong relationships with clients.
Requirements
- Education: Degree holder in Business, Economics, Finance, or related disciplines.
- Experience: Minimum 3+ years of relevant experience.
- Credentials: High level of accuracy, good interpersonal skills, and proficiency in Microsoft Office.
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