AVP, Assistant Relationship Manager, Private Banking

China, Beijing Branch; Hong Kong; Presencial; HKD 240.000 - 360.000; Jornada completa

Descripción de la vacante

DBS Private Banking in Hong Kong is looking for a Customer Service professional to support Relationship Managers in delivering differentiated service to high-net-worth clients. You will help ensure timely processing of transactions and accurate delivery of client-focused services.

The role requires a degree in Business or Finance, at least three years in private banking, and SFO Type 1 and 4 qualifications.

Formación

• Degree in Business, Finance or related field.
• Minimum 3 years in private banking customer service.
• Qualified to perform Investment regulated activities under SFO (Types 1 and 4).
• Customer-focused with excellent communication and interpersonal skills.
• Fluent in English and Chinese; Putonghua fluency required.

Responsabilidades

• Support Relationship Managers in delivering differentiated service to high-net-worth clients.
• Coordinate with operations to ensure timely transaction processing and service delivery.
• Build and maintain trusted relationships with clients and understand their needs.
• Assist Relationship Managers in daily client relationship maintenance.
• Serve as main contact for client instructions, fund payments, and loan disbursement steps.

Conocimientos

Communication skills

Interpersonal skills

Customer service

Putonghua fluency

Educación

Bachelor's degree in Business or Finance

Descripción del empleo

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 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

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: Full time