Client Service Trainer, Private Banking

DBS Bank; Hong Kong; On-site; HKD 360,000 - 540,000; Full time

Job summary

DBS Bank is seeking a Training Lead for Client Service Management to build and deliver comprehensive ARM training across onboarding, investments, cross-border, and digital support. You will design high-impact sessions, coach ARMs on KYC, banking products, and regulatory requirements, and drive a service-oriented mindset to elevate client servicing.

Ideal candidates have 3–5 years in private banking ARMs, strong facilitation skills, and familiarity with Avaloq and Microsoft Office.

Qualifications

• Bachelor's degree in Business Studies, Finance, Economics, or related discipline.
• 3–5 years of ARM experience in a private bank setting.
• Experience in learning design, facilitation, coaching, or consulting is valuable.

Responsibilities

• Assist in developing comprehensive training curriculum for ARMs across Onboarding, Investment, Cross Border, Service Administration, Retail, and Digital support.
• Design and deliver high-impact learning experiences to improve ARM effectiveness and confidence.
• Conduct training sessions for technology rollouts and process changes for ARMs.
• Represent ARMs in bank forums and coach ARMs on KYC, products, regulatory requirements, and risk practices.
• Develop a client service mindset and ensure ARMs provide best-in-class servicing.

Skills

Excellent communication

Leadership and coaching

Analytical and problem-solving

Client-centric servicing

Time management

Risk awareness

Integrity and ethics

Education

Bachelor's degree in Business Studies/Finance/Economics

Tools

Avaloq

Microsoft Office

Job description

Responsibilities

• Assisting Client Service Management team in developing comprehensive training curriculum for ARMs across Onboarding, Investment, Cross Border, Service Administration, Retail, Digital support etc
• Designing and delivering high-impact learning experiences to improve ARM effectiveness and confidence.
• Drive and or provide inputs on relevant procedures with ARM touch-points
• Conducting training sessions for technology rollouts, change in processes into practical learning experiences for ARMs.
• Able to represent ARMs in various bank forums, be it Transformation, Control, Business Management etc
• Coaching ARMs to ensure they have required expertise in KYC, banking products, regulatory requirements, risk practices, AI knowledge etc
• Develop Client Service first mentality and foster a service-oriented mindset within the ARM team.
• Ensuring ARMs are confidence in all bank’s operational processes and able to provide client with best in class servicing
• Identifying skill gaps within the team and designing solutions to improve performance.
• Contributing to the overall business priorities by identifying and delivering all relevant training needs, be it technical or non-technical

Qualifications

• Education: A Bachelor's degree in Business Studies, Finance, Economics, or a related discipline is typically required.
• Experience:
  • Minimum of 3-5 years of relevant experience as an ARM in a private bank setting.
  • Experience in learning design, facilitation, coaching, or consulting is valuable for training-focused roles.
• Licenses and Certifications: Relevant financial industry licenses (e.g., HKMA / SFC licenses, CACS Papers 1 and 2, CMFAS Modules) are preferred
• Communication and Interpersonal Skills: Excellent communication (written and spoken), presentation, and interpersonal skills are essential for interacting with ARMs, RMs, clients, and internal stakeholders.
• Leadership and Coaching: Ability to lead, mentor, coach, and motivate a team. Strong team spirit and a proactive approach.
• Organizational and Time Management: Strong organizational skills, attention to detail, the ability to manage multiple priorities, and work under pressure.
• Technical and Product Knowledge:
  • Good understanding of relevant products and services in Private Banking.
  • Basic knowledge of global financial markets and current developments.
  • Working knowledge of core banking systems (e.g. Avaloq) and Microsoft Office applications.
  • Strong knowledge of Private Bank’s regulatory framework
• Risk and Compliance: High level of risk awareness and understanding of compliance requirements, including KYC and AML.
• Analytical and Problem-Solving: Strong analytical and problem-solving skills to identify issues and propose effective solutions.
• Client-Centricity: Highly service-oriented and passionate about client servicing, with the ability to maintain client/ internal stakeholder confidence.
• Integrity: High level of integrity and ethical behavior.

Location

The Center

Job

Customer Service

Schedule

Regular

Employee Status

Full time