• Analyst , Assistant Relationship Manager , Private Banking Jobs in Hong Kong

  • DBS Bank Ltd
  • Hong Kong
  • Save Job
  • 1 - 3 Years
  • Posted : above 1 month

Job Description:

Analyst, Assistant Relationship Manager, Private Banking - ( WD08322 )

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 clients 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

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 clients 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 clients 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

Primary Location Hong Kong

Job Customer Service

Schedule Regular

Employee Status

Full-time

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 14th Mar 2020

Key Skills:

Company Profile:

Company
DBS Bank Ltdarfix

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