Private Banking Client Services Specialist

China, Beijing Branch

Hong Kong

Sur place

HKD 268 000 - 469 000

Plein temps

Il y a 3 jours

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Résumé du poste

DBS Private Banking in Hong Kong is seeking a Customer Service professional to support Relationship Managers in delivering differentiated service to high net-worth clients. You will oversee the client lifecycle from account opening to closure and ensure KYC and documentation are accurate and compliant.

Collaborate with business support to process transactions, deliver timely service, and establish strong relationships.

Qualifications

Degree holder in Business, Finance or related disciplines.
Minimum of 3 years of relevant experience in private banking or wealth management.
Solid experience in building customer relationships is an advantage.
Qualified to carry out Investment regulated activities (SFO Types 1 and 4) is a must.
Customer-focused with excellent communication and interpersonal skills.
Fluent in English and Chinese; Putonghua is a must.

Responsabilités

Support Relationship Managers in providing differentiated service to high net-worth customers and contribute to retention and growth.
Oversee the client account lifecycle from opening to closure.
Ensure KYC is completed on time with accurate, compliant documentation.
Collaborate with service providers to ensure timely transaction processing and delivery of service.
Establish customer relationships and deliver customer-focused solutions.
Assist Relationship Managers in daily maintenance of customer relationships.
Serve as the main contact for customer instructions, fund payments, and loan disbursement preparation.