Assistant Relationship Manager, Treasures Private Client | DBS Bank Limited

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Assistant Relationship Manager, Treasures Private Client

2023-10-07

Singapore

Assistant Relationship Manager, Treasures Private Client

Job Description

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

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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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DBS Bank Limited