Relationship Manager
3 days ago
About Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent, but alike in the capacity for growth. Our task is to shape a culture that creates a sense of pride in achieving something beyond just a job, and an environment where you can be your true and authentic self, like at home. Description: Reporting to the Team Head, you will be responsible for accelerating the acquisition of new non-borrowing corporate / SME accounts to drive CASA, FX, operating flow, insurance and investment in order to align with the commercial Account Acquisition Strategy of the Bank. Responsibilities: Conduct the careful selection of trustworthy referral sources in order to tap the referrals from those selective referral firms on a timely and satisfactory manner with provision of high quality services under the robust new customer screening and acceptance process Explore the business opportunities from the existing non-borrowing account in SME and deepen the relationship Enforce the stringent KYC process with detailed and careful completion of the CDD/EDD to facilitate the new account opening processes to minimize any compliance issues Capture the opportunity of deposit, FX, cash management, insurance and investment from the those non-borrowing relationships Work closely and solicit support from all other units of the bank to ensure the best possible cash product offering and delivery which are complying with regulatory requirements Participate in various marketing and sales campaigns to optimize customers' usage of Transaction Banking services Able to identify business opportunities and assess customers' needs through product innovation or product enhancement Assist in customer account opening and related maintenance work Requirements: Degree in Business Administration, Marketing, e-Commerce or related disciplines HKIB Certified Banker would be an advantage At least 5 years relevant experience in banking industry with proven track records in cash management/ Transaction Banking development Candidate with less experience will be considered as Assistant Manager Customer source in the segments of New Economy / Fund & Asset Management / GBA / Public Enterprises are preferable Proficiency of Mandarin to communicate with PRC clients Strong business acumen and good knowledge in channel, cash management and branch services General understanding of banking operations and bills services Self-motivated with good analytical skills Excellent interpersonal, influencing and negotiation skills Detail-oriented and able to work under pressure to meet tight schedule Experience to deal with the referral sources of Accountancy or Solicit Firm and Knowledge in customer account opening will be a definite advantage This position is an in-scope position under the Mandatory Reference Checking Scheme. Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details. https://www.hkab.org.hk/tc/page/5/mandatory-reference-checking-scheme-phase-2 Please note that only shortlisted candidates will be notified.
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