Assistant Relationship Manager, Treasures Private Client
3 days ago
DBS is a leading financial services group in Asia, with over 280 branches across 18 markets. Headquartered and listed in Singapore, DBS has a growing presence in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's capital position, as well as "AA-" and "Aa1" credit ratings, is among the highest in Asia-Pacific. DBS has been recognised for its leadership in the region, having been named “Asia’s Best Bank” by The Banker, a member of the Financial Times group, and “Best Bank in Asia-Pacific” by Global Finance. The bank has also been named “Safest Bank in Asia” by Global Finance for seven consecutive years from 2009 to 2015.
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 with clients, 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 the client key interface over the initiation of clients’ instructions, monitor funds for payment, prepare clients’ fax instructions, forms, and loan disbursement instructions.
Initiate account openings/closures/update instruction checklists and interface with clients to ensure completion of documentation requirements.
Track and follow up on outstanding documentation and client outstanding fee payments.
Assist with new onboarding for Treasures Private Client (TPC) clients and sending out welcome packs.
Requirements
Bachelor's Degree with at least 3 years of experience in a banking service role.
Strong interpersonal and communication skills.
Strong knowledge of banking products & services and procedures.
Good understanding of financial and 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.
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
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