Assistant Relationship Manager, Treasures Private Client

China, Beijing Branch; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

DBS Asia Central seeks an experienced Customer Service professional to support Relationship Managers in delivering exceptional service to high-net-worth clients.

You will coordinate with clients, business support and service providers to ensure timely processing, accurate documentation and onboarding.

This role offers exposure to a leading Asian bank in Singapore with a dynamic environment and strong career development opportunities.

Qualifications

• Bachelor's degree in finance, business or related field.
• Strong communication and interpersonal skills.
• Knowledge of banking products and procedures.

Responsibilities

• Support RMs to provide excellent service to high net-worth clients to achieve retention.
• Coordinate with Client, Business Support and service providers to ensure timely processing and service delivery.
• Understand client requirements and assist RMs in daily maintenance of account relationships.
• Act as client interface over initiation of clients instructions, monitor funds for payment and prepare disbursement instructions.
• Initiate account openings/ closures/ update instruction checklists and interface with client for documentation.
• Track and follow up on outstanding documentation and client payments.
• Assist onboarding for Treasures Private Client (TPC) and sending welcome packs.

Skills

Interpersonal skills

Communication skills

Customer service

Banking product knowledge

Education

Bachelor's degree in Business/Finance

Job description

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business, they were made just right for you.

Responsibilities

• Support Relationship Managers (RMs) to provide excellent service to high net-worth clients so as to achieve client retention
• Partner Client, Business Support and service providers to ensure timely transaction processing and service delivery of clients requirements
• Understand client requirements and assist RMs in daily maintenance of account relationships
• As client key interface over initiation of clients instructions, monitor funds for payment, prepare clients fax instructions, forms and loan disbursement instruction
• Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
• Track and follow up on outstanding documentation and client outstanding fee payments
• Assist on new on boarding for Treasures Private Client (TPC) client and sending out welcome pack

Requirements

• Bachelors Degree with at least 3 years experience in a banking service role
• Strong interpersonal and communication skills
• Strong knowledge of the banking products & services and procedures
• Good understanding of financial, investment products & services including equity and bond markets
• Strong knowledge of offshore compliance and regulatory requirements as well as exposure to multicultural issues
• Possess CACS Certifications 1 & 2

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Location: DBS Asia Central

Job: Customer Service

Schedule: Regular