Financial Services Representative
4 weeks ago
Dah Sing Group is a leading financial services organization in Hong Kong, offering a diverse range of services through its extensive network.
We pride ourselves on a culture of care, teamwork, and progressiveness. We value individuality and recognize the capacity for growth in every team member. Our mission is to create an environment where you can thrive and be your authentic self.
As a Financial Services Representative, you will be responsible for identifying and developing client relationships with bankers to understand clients' objectives and cross-sell products.
Key Responsibilities:
- Support Team Head and Relationship Managers in achieving business objectives.
- Maintain open communication with clients to assess their needs and risk profiles, and deepen their relationships with bankers.
- Participate in client meetings with Relationship Managers to acquire relationship management techniques.
- Contribute to defining target markets, analyzing client needs, and developing marketing and product enhancement strategies.
- Prepare transaction documentation for credit approvals within internal deadlines.
- Collect research and information from various sources to inform investment decisions.
- Assist Relationship Managers in monitoring investment progress and portfolio structures, providing timely reports as requested.
- Degree holder with a minimum of 4-5 years of banking experience.
- Proven track record in servicing high net worth clients.
- Professional licensing qualifications, including HKSI LE Papers and IIQE Papers.
- Excellent knowledge of financial and banking products.
- Strong interpersonal and communication skills.
- Proactive, eager to learn, and hardworking.
- Good command of written and spoken English and Chinese.
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