Assistant Relationship Manager, Treasures Private Client

4 weeks ago

Singapore DBS BANK LTD. Full time
Roles & Responsibilities

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Responsibilities

  • Support Relationship Managers (RMs) to provide excellent service to high net-worth clients so as to achieve client retention
  • Partner Client, Business Support and service providers to ensure timely transaction processing and service delivery of clients' requirements
  • Understand client requirements and assist RMs in daily maintenance of account relationships
  • As client key interface over initiation of clients' instructions, monitor funds for payment, prepare clients' fax instructions, forms and loan disbursement instruction
  • Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
  • Track and follow up on outstanding documentation and client outstanding fee payments
  • Assist on new on boarding for Treasures Private Client (TPC) client and sending out welcome pack

Requirements

  • Bachelors Degree with at least 3 years experience in a banking service role
  • Strong interpersonal and communication skills
  • Strong knowledge of the banking products & services and procedures
  • Good understanding of financial, investment products & services including equity and bond markets
  • Strong knowledge of offshore compliance and regulatory requirements as well as exposure to multicultural issues
  • Possess CACS Certifications 1 & 2

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.

Tell employers what skills you have

Transaction Processing
Investments
Loans
Credit Cards
Compliance
Deposits
Communication Skills
Banking
Regulatory Requirements
Service Delivery

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