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Assistant Manager, Customer Services

Assistant Manager, Customer Services - 大新银行

2

香港

16 十月, 2019

行业

银行

月薪

HKD 25,000 - 38,000

职位层级

中层

工作经验

4.0

受僱形式

全职

职位描述

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

公司简介

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赏金条件
成功受聘
举荐人赏金
港币 8,000
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