Assistant Manager, Customer Services
Dah Sing Bank
Hong Kong
  • Reporting to Senior Relationship Manager and Head of PBD Operations and Business Control, you will be responsible for identifying;
  • originating and developing client relationships with bankers to understand client objectives and to cross sell some products.


  • 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
  • To meet the challenge, you should have the following qualifications and attributes :

  • Post-secondary education with 4-5 years of banking experience
  • Experience for servicing high net worth customers is a must
  • Professional licensing qualifications per local regulatory bodies requirement on RI & TR
  • 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
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