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Assistant Manager - Customer Services, Private Banking

Hong Kong, Hong Kong
Last update 2024-06-18
Expires 2024-06-17
ID #2172244651
Assistant Manager - Customer Services, Private Banking
Hong Kong, Hong Kong,
Modified May 28, 2024


Reporting to Team Head, you will be responsible for identifying, originating and developing client relationships with bankers to understand clients’ objectives and to cross sell products.

Responsibilities Support Team Head & Relationship Managers Maintain communications with clients to assess needs and risk profile, and help deepen clients’ 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 To meet the challenge, you should have the following qualifications and attributes: Degree holder Minimum 4-5 years of banking experience Experience for servicing high net worth customers is a must Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent Good knowledge in financial and banking products Excellent interpersonal and communication skills Proactive, eager to learn and hardworking Good command of written and spoken English and Chinese Please note that only shortlisted candidates will be notified.

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Assistant manager - customer services, private banking

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