Senior Assistant Relationship Manager, Private Banking Senior Assistant Relationship Manager, Private  …

DBS Bank Limited
à Hong Kong
CDI, Plein-temps
Dernière candidature, 27 sept. 20
Competitive
DBS Bank Limited
à Hong Kong
CDI, Plein-temps
Dernière candidature, 27 sept. 20
Competitive
Senior Assistant Relationship Manager, Private Banking
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.

Responsibilities:
  • Support Relationship Managers (RMs) in providing excellent service to high net-worth clients so as to achieve client retention and growth
  • Partner Client, Business Support and service providers to ensure timely transaction processing and service delivery of clients' requirements
  • Understanding of all desk administration and ability to manage the meetings and travel arrangements of RMs
  • Understand client requirements and assist RMs in the daily maintenance of client relationships
  • Act as the client's key interface over initiation of clients instructions, monitoring funds for payment, preparing clients fax instructions, forms and loan disbursement instructions
  • Ensure timely follow up on client calls / queries
  • Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of all required documentation
  • Track and follow up on outstanding documentation and all outstanding fee payments
Requirements:
  • Degree holder, preferably in business or finance related discipline
  • Must be a Registered RI (Regulated Activities : Type 1 & 4)
  • Minimum of 1 to 3 years in private banking
  • Good knowledge to investment products and private banking services preferred
  • Excellent interpersonal and communication skills and be able to handle multiple tasks
  • Good command of written and spoken English and Chinese, fluent in Mandarin preferred

Apply Now
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