DBS Bank

Regional bank offering digital banking

AVP/Vice President – Client Service Manager - Private Banking

Wealth Management & Financial AdvisoryUpdated on Nov 12

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

A degree in Business, Finance, or a related discipline is required.
At least 8 years of experience in the Wealth Management or Private Banking industry is required.
Experience building customer relationships is advantageous.
Qualification to carry out Investment regulated activities (Types 1 and 4) under the Securities and Futures Ordinance is preferred.
Strong people management and stakeholder management skills are required.
A customer-focused approach and strong communication and interpersonal skills are required.
Good written and spoken English and Chinese are required, and fluency in Putonghua is essential.
The hiring process is subject to the Mandatory Reference Checking Scheme.

Responsibilities

Support Relationship Managers in providing differentiated service to high-net-worth customers and contribute to customer retention and growth.
Collaborate with business support and service providers to ensure timely transaction processing and delivery of customer-focused service.
Establish customer relationships, build customers' confidence and trust, and deliver customer-focused solutions.
Assist Relationship Managers with the daily maintenance of customer relationships.
Act as customers' key contact point for initiating customer instructions, monitoring fund payments, and preparing loan disbursement instructions.
Regularly share feedback and suggestions for process improvement.
Mentor and support newly onboarded and junior Assistant Relationship Managers in performing daily tasks.
Support teammates with problem resolution and escalate encountered issues to the Senior Client Service Manager team.
Assist the Senior Client Service Manager with resource planning and administrative people-management tasks.
Assist the Senior Client Service Manager in championing key initiatives.
Demonstrate active leadership in meetings, focus groups, projects, and events, and guide Assistant Relationship Managers in building collaborative teams and culture, upholding PRIDE, and adopting new ways of working.
Collaborate within the team, across regions, and across departments to achieve faster and better results.
Model strong governance and risk awareness to foster a positive risk culture in the team.

Desired Qualifications

Experience building customer relationships.
Qualification to carry out Investment regulated activities (Types 1 and 4) under the Securities and Futures Ordinance.

Responsibilities

Support Relationship Managers in providing differentiated service to high net-worth customers and contribute to customer retention and growth
Collaborate with business support and service providers to ensure timely transaction processing and delivery of customer-focused service to exceed customer expectations
Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions
Assist Relationship Managers in the daily maintenance of customer relationships
Serve as customers’ key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions
Regular sharing of feedback and suggestion for process improvement
Mentor and support new on boarded and junior ARM on daily tasks performance
Render support to teammates for problem resolutions and escalate to Senior CSM team for any issues encountered
Assist Senior CSM on people management on resources planning and administrative tasks
Assist Senior CSM to champion key initiatives
Demonstrates active leadership in meetings/focus group/project/events and guide ARMs to build Great Teams and Great Culture on collaboration, PRIDE and new way of work
Work collaboratively within the team, cross region and inter departments to achieve faster and better results
Role model strong governance mindset and risk awareness to create positive risk culture in the team

Requirements

Degree holder in Business, Finance or related disciplines
Minimum 8 years of experience in in Wealth Management/ Private Banking industry
Solid experience in building customer relationships is an advantage
Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance (SFO) is preferable
Strong people management and stakeholder management skills
Customer-focused, with excellent communication and interpersonal skills
Good command of written and spoken English and Chinese, fluency in Putonghua is a must
The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

Location:

The Center

Job:

Customer Service

Schedule:

Regular

Employee Status:

About the Company

DBS Bank

Regional bank offering digital banking

DBS Bank provides banking and financial services in Singapore and Southeast Asia, including personal and business banking, loans, deposits, wealth management, and payments. It serves customers through a network of branches and a digital platform that lets people open accounts, transfer funds, borrow, and invest via online and mobile apps. The bank differentiates itself with government-backed origins, rapid regional growth, a strong emphasis on digital banking, and a broad mix of consumer, corporate, and wealth services. Its goal is to be a leading, trusted financial services provider in Asia, supporting customers and economies with reliable banking and sustainable growth.

Company size: 10,001+
Company stage: IPO
Headquarters: Singapore, Singapore
Founded: 1968

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