Assistant Relationship Manager, Private Banking

China, Beijing Branch; Hong Kong; On-site; HKD 300,000 - 480,000; Full time

Job summary

DBS Private Banking in Hong Kong seeks a customer-focused professional to support Relationship Managers in delivering differentiated service to high net-worth clients. You will collaborate across teams to ensure timely processing, establish strong client relationships, and assist with daily maintenance and loan disbursement preparation.

The role requires a degree in Business/Finance, at least 3 years in private banking, and fluency in English, Chinese, and Putonghua.

Qualifications

• Degree holder in Business, Finance or related disciplines.
• Minimum 3 years of experience in private banking.
• 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.

Responsibilities

• Support Relationship Managers in providing differentiated service to high net-worth customers and contribute to customer retention and 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

Communication skills

Interpersonal skills

Fluency in Putonghua

Education

Degree 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 high net-worth customers and contribute to customer retention and 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 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 .

Location: The Center

Job: Customer Service

Schedule: Regular

Employee Status: