Private Banking Associate: Build Wealth & Client Relationships

China, Beijing Branch

Hong Kong

On-site

HKD 279,000 - 446,000

Full time

3 days ago
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Job summary

DBS Private Banking in Hong Kong is seeking a Customer Service professional to support Relationship Managers and deliver frontline service to high-net-worth clients. You will help maintain relationships, process transactions, and ensure timely, customer-focused service.

The role emphasizes strong communication with English and Chinese speakers, collaboration with service providers, and adherence to regulatory requirements. Regular schedule and a dynamic banking environment are offered.

Qualifications

  • 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 preferable
  • Customer-focused, with excellent communication and interpersonal skills
  • Good command of written and spoken English and Chinese

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

Skills

Customer-focused, with excellent commu
Good command of written and spoken Eng

Education

Degree holder in Business, Finance or related disciplines

Job description

DBS Private Banking in Hong Kong is seeking a Customer Service professional to support Relationship Managers and deliver frontline service to high-net-worth clients. You will help maintain relationships, process transactions, and ensure timely, customer-focused service.

The role emphasizes strong communication with English and Chinese speakers, collaboration with service providers, and adherence to regulatory requirements. Regular schedule and a dynamic banking environment are offered.

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