Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Priva

DBS Bank (Hong Kong) Limited; Hong Kong Island; On-site; HKD 420,000 - 640,000; Full time

Job summary

DBS Bank (Hong Kong) Limited is recruiting an Assistant Relationship Manager for its Private Banking team. The role focuses on supporting Relationship Managers, managing the client lifecycle, and upholding high service standards for high net-worth clients in Asia.

The ideal candidate has a degree in Business/Finance, 3+ years in private banking, and strong English/Chinese communication with Putonghua fluency. Regulatory licensing (SFO Types 1 & 4) is required.

Qualifications

• Degree in Business, Finance or related disciplines.
• 3+ years in private banking or wealth management, client servicing preferred.
• Experience building customer relationships is advantageous.
• Qualified to carry out Investment regulated activities (SFO Types 1 & 4).
• Strong communication and interpersonal skills; fluent English and Chinese; Putonghua required.

Responsibilities

• Support Relationship Managers in delivering differentiated service to high net-worth clients and contribute to retention and growth.
• Oversee the client account lifecycle from opening to closure.
• Ensure KYC is completed on time with accurate, compliant documentation.
• Collaborate with support teams to ensure timely transaction processing and client-focused service.
• Establish relationships, know clientes to gain confidence and trust, and deliver solutions.
• Assist Relationship Managers in daily maintenance of client relationships.
• Serve as a key contact for client instructions, fund payments, and loan disbursement preparations.

Skills

Customer relationship

Communication skills

Bilingual English/Chinese

Education

Degree in Business/Finance

SFO Types 1 & 4 license

Job description

Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Priva

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 high net-worth customers and contribute to customer retention and growth
• Oversee the whole client account lifecycle from account opening, maintenance to closure
• Ensure KYC process is completed on time and all documentation is accurate, compliant, and finalized
• 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 of 3 years of relevant experience in a private banking or wealth management environment, preferably in a client-servicing or support role.
• 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 a must
• Customer-focused, with excellent communication and interpersonal skills
• Good command of written and spoken English and Chinese, fluency in Putonghua is a must
• The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

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

DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's "AA-" and "Aa1" credit ratings are among the highest in the world.

DBS is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia“ award by Global Finance for 17 consecutive years from 2009 to 2025.

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