Assistant Manager, Customer Services

Assistant Manager, Customer Services - Dah Sing Bank


Hong Kong

16 October, 2019



Monthly Salary

HKD 25,000 - 38,000

Career Level


Years Experience


Employment Type



Reporting to Senior Relationship Manager and Head of PBD Operations and Business Control, you will be responsible for identifying; originating and developing client relationships with bankers to understand client objectives and to cross sell some products. Responsibilities • Support Relationship Managers including Senior Relationship Managers or Team Head • Maintain communications with clients to assess needs and risk profile, and help deepen client relationship with bankers • Participate in client meetings with Relationship Managers to acquire relationship management techniques • Participate in defining target market, analysis of client needs and development of marketing and product enhancement strategies • Prepare transaction documentation for credit approvals within internal cut-off time • Gather research and information from a wide range of sources upon which to base the investment decisions • Assist Relationship Managers to monitor the progress of investments and portfolio structure and provide reporting upon Relationship Managers request within the timeline • Open accounts, prepare follow up documentation and general instructions within the timeline set by Relationship Managers or by reference to internal standard • Process credit approvals, investment and deposit transactions in a timely manner, and act as intermediary between clients and operations • Provide clients and Relationship Managers updated market information or on request and within the timeline set by Relationship Managers • Attend client meetings to record minutes and produce meeting summaries for client files and its maintenance • May effect transactions on behalf of clients or inform Relationship Managers/clients of any irregularities according to account documentation or general instruction To meet the challenge, you should have the following qualifications and attributes: • Post-secondary education with 4-5 years of banking experience • Experience for servicing high net worth customers is a must • Professional licensing qualifications per local regulatory bodies requirement • Good knowledge in financial and banking products • Excellent interpersonal and communication skills • Proactive, eager to learn and hardworking • Good command of written and spoken English and Chinese

About the Company

The success of our people is the success of the organization. We welcome anyone with passion, innovation and commitment to join our winning team.

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