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Assistant Customer Service Manager

Date:10 Apr 2021Email this jobEmail this job
Location:Hong Kong
Salary:35,000 - 80,000
Hong Kong

Assistant Customer Service Manager

  • 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

  • Degree holder
  • Minimum 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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