Generalist, Business Management Support, Private Banking

DBS Bank Ltd; Hong Kong; Sur place; HKD 350 000 - 600 000; Plein temps

Résumé du poste

DBS Bank Ltd in Hong Kong is seeking a Private Banking professional to support Wealth Planners serving high net-worth clients. You will help prepare onboarding documents for trust accounts and assist in preparing marketing materials.

You will liaise with trustees, clients and bankers from trust setup to ongoing administration and generate regular reports for Team Leads and management. The ideal candidate has a degree in Business or Finance, at least 3 years in private banking, and fluent English

Qualifications

• Degree in Business, Finance or related disciplines.
• Minimum 3 years of experience in private banking.
• Strong client relationship-building skills.
• Fluent in English and Chinese; Putonghua is a must.

Responsabilités

• Support Wealth Planners in providing differentiated service to high net-worth customers.
• Prepare onboarding doc for trust client.
• Prepare marketing/pitching material for the Wealth Planners.
• Liaise with trustee, clients, and bankers, from trust setup and account opening to on-going administration of trusts.
• Prepare weekly/monthly/ad-hoc reports to Team Leads and management.

Connaissances

Customer relationship management

Communication skills

Interpersonal skills

Formation

Degree in Business/Finance or related disciplines

Description du poste

Business FunctionDBS’ 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.ResponsibilitiesSupport Wealth Planners in providing differentiated service to high net-worth customersPrepare onboarding doc for trust clientPrepare marketing/ pitching material for the Wealth PlannersLiaise with all stakeholders including trustee, clients, and bankers, from trust setup and account opening to on-going administration of trustsPrepare weekly/ monthly/ ad-hoc report to Team Leads and managementRequirementsDegree holder in Business, Finance or related disciplinesMinimum 3 years of experience in private banking industry. Solid experience in building customer relationships is an advantageCustomer-focused, with excellent communication and interpersonal skillsGood command of written and spoken English and Chinese, fluency in Putonghua is a mustApply NowWe 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:One Island EastJob:COO Office/Business Mgt & SupportSchedule:RegularEmployee Status:Full time