Assistant Relationship Manager – Private Banking (Client Service)

DBS Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 180,000 - 340,000; Full time

Job summary

DBS Bank (Hong Kong) Limited invites applications for a Customer Service role within its Private Banking team at The Center. You will support Relationship Managers, oversee the client lifecycle, and ensure accurate KYC documentation while delivering high-quality, client-focused service.

The ideal candidate holds a bachelor’s degree in Business or Finance, at least 3 years in private banking or wealth management, is fluent in English and Chinese with Putonghua, and is able to manage sensitive

Qualifications

• Degree holder in Business, Finance or related disciplines.
• Minimum of 3 years of relevant experience in a private banking or wealth management environment.
• Solid experience in building customer relationships.
• Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance (SFO).
• Fluent in English and Chinese; Putonghua is a must.

Responsibilities

• Support Relationship Managers in providing differentiated service to high net-worth customers.
• 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.

Skills

Customer relationship management

Communication skills

Education

Bachelor's degree in Business, Finance or related disciplines

Job description

DBS Bank (Hong Kong) Limited invites applications for a Customer Service role within its Private Banking team at The Center. You will support Relationship Managers, oversee the client lifecycle, and ensure accurate KYC documentation while delivering high-quality, client-focused service.

The ideal candidate holds a bachelor’s degree in Business or Finance, at least 3 years in private banking or wealth management, is fluent in English and Chinese with Putonghua, and is able to manage sensitive