Position | Assistant Manager, Customer Services |
Posted | 2025 September 12 |
Expired | 2025 October 12 |
Company | Dah Sing Bank |
Location | Hong Kong | HK |
Job Type | Full Time |
Latest job information from Dah Sing Bank for the position of Assistant Manager, Customer Services. If the Assistant Manager, Customer Services vacancy in Hong Kong matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Dah Sing Bank for the position of Assistant Manager, Customer Services below matches your qualifications.
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
After reading and understanding the criteria and minimum qualification requirements explained in the job information Assistant Manager, Customer Services at the office Hong Kong above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.
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