Client Relationship Associate – Banking

China, Beijing Branch; Hong Kong; On-site; HKD 201,000 - 312,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Dynamic work environment

Job summary

DBS Bank in Hong Kong is seeking a Customer Service professional to support a diverse client portfolio, ensuring their financial needs are met efficiently and professionally.

You will assist Relationship Managers, prepare reports, and coordinate with internal teams to resolve issues, while proactively identifying cross-sell opportunities.

The role emphasizes accuracy, client records maintenance, and contributing to process improvements to enhance the client experience.

Qualifications

• Minimum 2 years of experience in a customer-facing role, preferably in the banking or financial services industry.
• Strong communication and interpersonal skills, with the ability to interact with clients from diverse backgrounds.
• Excellent problem-solving and analytical skills, with the ability to think critically and make sound decisions.
• Proficient in the use of relevant banking and financial software applications.
• Ability to work independently and as part of a team, with a strong attention to detail.
• Commitment to providing exceptional customer service and a desire to contribute to the growth and success of the organization.

Responsibilities

• Provide exceptional customer service and support to a diverse portfolio of clients, ensuring their financial needs are met efficiently and effectively.
• Assist Relationship Managers in managing client relationships, including conducting client meetings, preparing reports, and addressing inquiries.
• Collaborate with various teams within the bank to ensure seamless service delivery and problem resolution for clients.
• Proactively identify opportunities to cross-sell and up-sell relevant products and services to clients.
• Maintain accurate and up-to-date client records and documentation.
• Contribute to the development and implementation of process improvements to enhance the overall client experience.

Skills

Customer service

Communication skills

Interpersonal skills

Banking software

Tools

Banking software

Job description

DBS Bank in Hong Kong is seeking a Customer Service professional to support a diverse client portfolio, ensuring their financial needs are met efficiently and professionally.

You will assist Relationship Managers, prepare reports, and coordinate with internal teams to resolve issues, while proactively identifying cross-sell opportunities.

The role emphasizes accuracy, client records maintenance, and contributing to process improvements to enhance the client experience.