AVP/Senior Associate/Associate, Wealth Management Operations

1 week ago


Kowloon, Hong Kong SAR China DBS Bank Full time

VP/AVP, Private Banking Client Services Manager, Wealth Management Operations VP/AVP, Private Banking Client Services Manager, Wealth Management Operations 2 days ago Be among the first 25 applicants Direct message the job poster from DBS Bank Talent Acquisition Specialist at DBS Bank (HK) Business Function Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels. Responsibilities Serve as the primary point of contact for client service inquiries, ensuring prompt and accurate responses. Assist relationship managers in onboarding new clients, including KYC, account setup, and documentation. Proactively manage ongoing client requests and resolve service issues with a client-centric approach. Coordinate and execute customized solutions for clients with unique requirements, such as tailored reporting, investment mandates, or cross-border transactions. Collaborate with internal departments (investment, compliance, operations) to deliver bespoke client services efficiently. Oversee the end-to-end client service process, ensuring adherence to regulatory standards and internal policies. Monitor and track service delivery metrics, identifying areas for process improvement. Ensure all client documentation and records are accurate and up-to-date. Requirements University graduated / Degree holder in Banking and Finance or related disciplines 10+ years of experience in client service or operations within wealth management or private banking Strong understanding of financial products, investment vehicles, and regulatory frameworks. Practical experience and knowledge of Private Banking products and services, demonstrating a deep understanding of client needs within this specialized area. Excellent communication and interpersonal skills, with a client-focused mindset. Ability to manage multiple priorities and deliver under pressure. High attention to detail and problem-solving abilities. Proficiency in CRM and wealth management platforms. Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. We regret only shortlisted candidates will be notified. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function General Business Industries Banking and Financial Services Referrals increase your chances of interviewing at DBS Bank by 2x Get notified about new Client Services Manager jobs in Kowloon, Hong Kong SAR . Kowloon City District, Hong Kong SAR 1 day ago Assistant Manager - Contact Centre and Remote Channel Manager, Cash Client Service, HK (12 months fixed term) Kwun Tong District, Hong Kong SAR 4 months ago Officer, Specialist, Securities & Fiduciary Services Operations Global Customer Success Manager 4, Platform Alliance Officer, Operations, Custody & Settlement, Corporate Banking, Securities & Fiduciary Svs Ops Senior Account Manager, Employee Benefits SALES ACCOUNT MANAGER - Europe luxury packaging manufacturer (Kwun Tong) Kwun Tong District, Hong Kong SAR 6 months ago Kwun Tong District, Hong Kong SAR 3 months ago Kowloon City District, Hong Kong SAR 1 week ago Regional Receivables Product Manager, Payments - Vice President Kwun Tong District, Hong Kong SAR 1 month ago Manager, Account Closure & Audit Confirmation Kwun Tong District, Hong Kong SAR 10 months ago KEY ACCOUNT MANAGER - Europe luxury packaging manufacturer (Kwun Tong) Kowloon City District, Hong Kong SAR 2 weeks ago Kowloon City District, Hong Kong SAR 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr



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