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