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DBSâ€™ 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 clientâ€™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) 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 clientsâ€™ requirements
Understanding of all desk administration and ability to manage the meetings and travel arrangements of RMs
Understand client requirements and assist RMs in daily maintenance of account relationships
Act as the client key interface over initiation of clientsâ€™ instructions, monitor funds for payment, prepare clientsâ€™ fax instructions, forms and loan disbursement instruction
Ability to understand issues and appropriately escalate to Management in a timely fashion
Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
Ensure timely follow up on client calls / queries
Ensure compliance with all regulatory requirements
Track and follow up on outstanding documentation and client outstanding fee payments
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.