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

China, Beijing Branch; Hong Kong; On-site; HKD 268,000 - 469,000; Full time

Job summary

DBS Private Banking in Hong Kong is seeking a Customer Service professional to support Relationship Managers in delivering differentiated service to high net-worth clients. You will oversee the client lifecycle from account opening to closure and ensure KYC and documentation are accurate and compliant.

Collaborate with business support to process transactions, deliver timely service, and establish strong relationships.

Qualifications

• Degree holder in Business, Finance or related disciplines.
• Minimum of 3 years of relevant experience in private banking or wealth management.
• Solid experience in building customer relationships is an advantage.
• Qualified to carry out Investment regulated activities (SFO Types 1 and 4) is a must.
• Customer-focused with excellent communication and interpersonal skills.
• Fluent in English and Chinese; Putonghua is a must.

Responsibilities

• Support Relationship Managers in providing differentiated service to high net-worth customers 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 service providers to ensure timely transaction processing and delivery of service.
• Establish customer relationships and deliver customer-focused solutions.
• Assist Relationship Managers in daily maintenance of customer relationships.
• Serve as the main contact for customer instructions, fund payments, and loan disbursement preparation.

Skills

Customer relationship building

Communication skills

Interpersonal skills

English and Chinese proficiency

Putonghua fluency

Education

Bachelor's degree in Business or 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 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

Employee Status: