Assistant Manager, Customer Services

Job Purpose(s):

• Identify, originate and develop client relationships with bankers to understand client objectives

• Need to cross selling some products and perform the duty of Customer Services Officer as well

Main 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

Requirements:

• University graduate with 4-5 years of banking experience

• Experience for servicing high net worth customers is a must

• Good knowledge in financial and banking products

• Excellent interpersonal and communication skills

• Proactive, eager to learn and hardworking

• Professional licensing qualifications per local regulatory bodies requirement

• Good command of written and spoken English and Chinese

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