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Assistant Manager, Customer Services
2 months ago
**Job Summary**
We are seeking a highly skilled and experienced Assistant Manager, Customer Services to join our team at Dah Sing Bank. As a key member of our customer service team, you will be responsible for identifying, originating, and developing client relationships with bankers to understand clients' objectives and to cross-sell products.
**Key Responsibilities**
- Support Team Head and Relationship Managers in maintaining strong client relationships and identifying business opportunities.
- Maintain effective communication with clients to assess their needs and risk profile, and help deepen their relationship with bankers.
- Participate in client meetings with Relationship Managers to acquire relationship management techniques and develop business strategies.
- Contribute to the development of marketing and product enhancement strategies to meet client needs.
- Prepare transaction documentation for credit approvals within internal cut-off times.
- Gather research and information from various sources to inform investment decisions.
- Assist Relationship Managers in monitoring the progress of investments and portfolio structure, and provide reporting as requested.
- Open accounts, prepare follow-up documentation, and provide general instructions within the timeline set by Relationship Managers or internal standards.
- Process credit approvals, investment, and deposit transactions in a timely manner, and act as an intermediary between clients and operations.
- Provide clients and Relationship Managers with updated market information upon request and within the set timeline.
- Attend client meetings to record minutes and produce meeting summaries for client files and maintenance.
- May effect transactions on behalf of clients or inform Relationship Managers/clients of any irregularities according to account documentation or general instructions.
**Requirements**
- Degree holder with a minimum of 4-5 years of banking experience.
- Experience in 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 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.
