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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 client's 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.
Support Relationship Managers (RMs) in the Japan Team 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
Cover RMs for simple sales when required
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
Work with Business Development Managers (BDMs) to ensure that the marketing team complies with the bank's regulatory requirements as well as the expense reimbursement requirements
Provide support to BDMs and assist them in tracking cost
Bachelors Degree with at least 3 years experience in a banking service role
Possess knowledge of banking products and services such as foreign exchange, bonds, equities, derivatives, fund management products and financial structures
Possess knowledge of bank and regulatory requirements
Meticulous and a good team player
Excellent communication and interpersonal skills
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.