Analyst to AVP, Assistant Relationship Manager (EAM Desk), Private Banking

China, Beijing Branch; Hong Kong; On-site; HKD 279,000 - 446,000; Full time

Job summary

DBS Private Banking in Hong Kong is seeking a Customer Service professional to support Relationship Managers and deliver frontline service to high-net-worth clients. You will help maintain relationships, process transactions, and ensure timely, customer-focused service.

The role emphasizes strong communication with English and Chinese speakers, collaboration with service providers, and adherence to regulatory requirements. Regular schedule and a dynamic banking environment are offered.

Qualifications

• Degree holder in Business, Finance or related disciplines.
• Minimum 3 years of experience in private banking industry. Solid experience in building customer relationships is an advantage.
• Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance (SFO) is preferable
• Customer-focused, with excellent communication and interpersonal skills
• Good command of written and spoken English and Chinese

Responsibilities

• Support Relationship Managers in providing differentiated service to highnet-worth customers and contribute to customer retentionand growth
• Collaborate with business support and service providers to ensure timely transaction processing and delivery of customer-focused service to exceed customer expectations
• Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions
• Assist Relationship Managers in the daily maintenance of customer relationships
• Serve as customers' key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions

Skills

Customer-focused, with excellent commu

Good command of written and spoken Eng

Education

Degree holder in Business, Finance or related disciplines

Job description

Business Functions

DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client's needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Responsibilities

• Support Relationship Managers in providing differentiated service to highnet-worth customers and contribute to customer retentionand growth
• Collaborate with business support and service providers to ensure timely transaction processing and delivery of customer-focused service to exceed customer expectations
• Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions
• Assist Relationship Managers in the daily maintenance of customer relationships
• Serve as customers' key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions

Requirements

• Degree holder in Business, Finance or related disciplines
• Minimum 3 years of experience in private banking industry. Solid experience in building customer relationships is an advantage
• Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance (SFO) is preferable
• Customer-focused, with excellent communication and interpersonal skills
• Good command of written and spoken English and Chinese

The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

Benefits & Compensation

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Location

The Center

Job

Customer Service

Schedule

Regular