Senior Associate, Assistant Relationship Manager, DBS Private Bank

dbs bank ltd.; Singapore; On-site; SGD 100,000 - 170,000; Full time

Job summary

DBS Bank Ltd. in Singapore seeks a client liaison for Private Banking to support Relationship Managers in delivering superb service to high net-worth clients. You will handle day-to-day transactions, payments and administrative tasks to ensure a smooth experience.

Strong knowledge of banking products, regulatory requirements and excellent communication are essential. You thrive in a collaborative team and maintain meticulous attention to detail to meet client needs promptly.

Qualifications

• Bachelor's Degree with at least 3 years of banking service experience.
• Knowledge of banking products and services including FX, bonds, equities, derivatives, fund management products and financial structures.
• Familiar with bank and regulatory requirements.
• Meticulous and a great team player with excellent communication and interpersonal skills.
• CACS Certification 1 & 2 is required.

Responsibilities

• Achieve client retention by supporting Relationship Managers in delivering stellar service to high net-worth clients and following up on client calls or queries.
• Partner with Client, Business Support and service providers to ensure prompt transaction processing and smooth delivery of client requirements.
• Act as key client proxy for initiating client instructions, tracking and monitoring transactions, and preparing relevant administrative loan documentation in compliance with regulatory requirements.
• Promptly recognizing and escalating issues to Management.

Skills

Eye for detail

Banking products & services knowledge

Team player

Communication skills

Education

Bachelor's Degree

CACS Certifications 1 & 2

Job description

Business Function

DBS' 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.

Who you are

You’re the pillar that supports the formation and retention of strong relationships with our high net-worth clients.
As the key client liaison for day-to-day matters from transactions, payments to administrative requirements, both our Relationship Managers (RMs) and clients know they can count on you ensure a smooth service experience, every time.

• You take pride in having an eye for detail.
• Your familiarity with banking products & services, coupled with your knowledge of regulatory requirements ensures that client needs are always dutifully met and executed.
• You thrive in collaborative environments.
• As a team-player, you understand the importance of clear and efficient communication to your teammates and clients in getting the job done well.

Responsibilities

• Achieving client retention by supporting Relationship Managers (RMs) in providing stellar service to high net-worth clients and following up promptly on client calls or queries.
• Partnering Client, Business Support and service providers to ensure prompt transaction processing and smooth delivery of client requirements.
• Acting as key client proxy for initiating client instructions, tracking & monitoring transactions, preparing relevant administrative loan documentation & instructions in compliance with regulatory requirements.
• Promptly recognizing and appropriately escalating issues to Management.

Requirements

• You have a Bachelor's Degree with at least 3 years' experience in a banking service role.
• You possess knowledge of banking products and services such as foreign exchange, bonds, equities, derivatives, fund management products and financial structures.
• You're familiar with bank and regulatory requirements.
• It helps that you're meticulous and a great team player with excellent communication and interpersonal skills.
• Possess CACS Certifications 1 & 2