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