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
About Dah Sing Bank
Dah Sing Bank, Limited is a wholly-owned subsidiary of Dah Sing Banking Group (HKG:2356) which is listed on the Hong Kong Stock Exchange. Founded in Hong Kong over 70 years ago, Dah Sing Bank has been providing quality banking products and services to our customers with a vision to be “The Local Bank with a Personal Touch”. Over the years, the Bank has been rigorous in delivering on our brand promise to grow with our customers in Hong Kong, the Greater Bay Area and beyond – "Together We Progress and Prosper". Building on our experience and solid foundation in the industry, the Bank’s scope of professional services now spans retail banking, private banking, business and commercial banking. Meanwhile, the Bank is also making significant investments in our digital banking capabilities to stay abreast with smart banking developments in Hong Kong and to support financial inclusion at large.
In addition to its Hong Kong banking operations, Dah Sing Bank also has wholly-owned subsidiaries including Dah Sing Bank (China) Limited, Banco Comercial de Macau, and OK Finance Limited. It is also a strategic shareholder of Bank of Chongqing with a shareholding of about 15%. Dah Sing Bank and its subsidiaries now have around 70 branches operating in Hong Kong, Macau and Mainland China.
This Page is written by the Bank in English. Any automated translated text in other languages appearing on this Page is not written or provided by the Bank and the Bank shall not be liable for any related issue or error.
This service/product is not targeted at customers in the EU.
本專頁由本行以英文撰寫。於本專頁出現之任何其他語言自動翻譯版本並不由本行撰寫或提供，本行將不承擔任何相關問題或錯誤。
本服務／產品並不是以歐盟的人士為目標。
