Assistant Manager for Client Services
7 days ago
Position Overview: As an integral part of our team at Dah Sing Bank, you will report directly to the Team Head and play a pivotal role in establishing, nurturing, and expanding client relationships. Your primary focus will be to collaborate with bankers to fully understand clients' goals and effectively cross-sell our diverse range of products.
Key Responsibilities:
- Assist the Team Head and Relationship Managers in their daily operations.
- Maintain ongoing communication with clients to evaluate their needs and risk profiles, enhancing their relationships with our bankers.
- Engage in client meetings alongside Relationship Managers to gain insights into relationship management practices.
- Contribute to the identification of target markets, analyze client requirements, and assist in the development of marketing strategies and product enhancements.
- Prepare necessary transaction documentation for credit approvals, ensuring compliance with internal deadlines.
- Conduct thorough research and gather information from various sources to inform investment decisions.
- Support Relationship Managers in tracking investment progress and portfolio structure, providing timely reports as requested.
- Facilitate account openings, prepare follow-up documentation, and issue general instructions in accordance with timelines set by Relationship Managers.
- Process credit approvals and manage investment and deposit transactions promptly, acting as a liaison between clients and operational teams.
- Deliver updated market information to clients and Relationship Managers as needed, adhering to established timelines.
- Attend client meetings to document minutes and generate summaries for client records.
- Execute transactions on behalf of clients or alert Relationship Managers/clients to any discrepancies based on account documentation.
Qualifications and Attributes:
- Bachelor's degree holder.
- A minimum of 4-5 years of experience in the banking sector.
- Proven experience in servicing high net worth clients is essential.
- Possession of professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent.
- Strong knowledge of financial and banking products.
- Exceptional interpersonal and communication skills.
- Proactive, eager to learn, and dedicated.
- Fluent in both written and spoken English and Chinese.
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