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Financial Services Professional

1 month ago

Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time
About Dah Sing Financial Group

We are a leading financial services group in Hong Kong, offering a wide range of banking, insurance, and financial services through our extensive network of branches in Hong Kong, Macau, and Mainland China.

Job Summary

We are seeking a highly motivated and experienced professional to join our team as an Assistant Manager, Customer Services. The successful candidate will be responsible for identifying and developing client relationships, understanding clients' objectives, and cross-selling products.

Key Responsibilities
  • Support Team Head and Relationship Managers in identifying and developing client relationships
  • Maintain effective communication with clients to assess their needs and risk profile
  • Participate in client meetings with Relationship Managers to acquire relationship management techniques
  • Contribute to the development of marketing and product enhancement strategies
  • Prepare transaction documentation for credit approvals within internal deadlines
  • Assist Relationship Managers in monitoring the progress of investments and portfolio structure
  • Process credit approvals, investment, and deposit transactions in a timely manner
  • Provide clients and Relationship Managers with updated market information
  • Attend client meetings to record minutes and produce meeting summaries
Requirements
  • Degree holder
  • Minimum 4-5 years of banking experience
  • Experience in servicing high net worth customers is a must
  • Professional licensing qualifications in HKSI LE Papers and IIQE Papers
  • Good knowledge of 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.