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