High Net Worth Relationship Associate
1 month ago
DBS Bank is a leading financial institution in Asia, offering a wide range of banking and investment services to individuals and businesses. Our Private Banking division provides personalized wealth management solutions to high net worth individuals, catering to their diverse financial needs and goals.
About the Role
We are seeking a skilled and experienced Assistant Relationship Manager to join our team. As an Assistant Relationship Manager, you will play a key role in supporting our Relationship Managers in providing exceptional service to our high net worth clients, helping to retain and grow their business.
Key Responsibilities
- SUPPORTING RELATIONSHIP MANAGERS IN PROVIDING DIFFERENTIATED SERVICE TO HIGH NET WORTH CUSTOMERS AND CONTRIBUTING TO CUSTOMER RETENTION AND GROWTH
- COLLABORATING WITH BUSINESS SUPPORT AND SERVICE PROVIDERS TO ENSURE TIMELY TRANSACTION PROCESSING AND DELIVERY OF CUSTOMER-FOCUSED SERVICE TO EXCEED CUSTOMER EXPECTATIONS
- ESTABLISHING CUSTOMER RELATIONSHIPS, KNOWING THE CUSTOMERS TO GAIN THEIR CONFIDENCE AND TRUST, AND DELIVERING CUSTOMER-FOCUSED SOLUTIONS
- ASSISTING RELATIONSHIP MANAGERS IN THE DAILY MAINTENANCE OF CUSTOMER RELATIONSHIPS
- SERVING AS CUSTOMERS' KEY CONTACT POINT IN INITIATING CUSTOMER INSTRUCTIONS, MONITORING FUND PAYMENT, AND PREPARING LOANS DISBURSEMENT INSTRUCTIONS
Requirements and Qualifications
To succeed in this role, you will need:
- A DEGREE HOLDER IN BUSINESS, FINANCE OR RELATED DISCIPLINES
- MINIMUM 3 YEARS OF EXPERIENCE IN PRIVATE BANKING INDUSTRY. SOLID EXPERIENCE IN BUILDING CUSTOMER RELATIONSHIPS IS AN ADVANTAGE
- QUALIFIED TO CARRY OUT INVESTMENT REGULATED ACTIVITIES (TYPES 1 AND 4) UNDER SECURITIES AND FUTURES ORDINANCE (SFO) IS A MUST
- CUSTOMER-FOCUSED, WITH EXCELLENT COMMUNICATION AND INTERPERSONAL SKILLS
- GOOD COMMAND OF WRITTEN AND SPOKEN ENGLISH AND CHINESE, FLUENCY IN PUTONGHUA IS A MUST
Salary and Benefits
We offer a competitive salary package, including a base salary of approximately $2,100,000 per annum, as well as additional benefits such as bonuses and professional development opportunities.
Primary Location
Hong Kong-The Center
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