Assistant Manager, Customer Services

Job Title

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