DBS Bank

Regional bank offering digital banking

Assistant Relationship Manager - Treasures Private Client

Wealth Management & Financial AdvisoryUpdated on Nov 12

Full-timeSingaporeNo salary listedIn-person

About the Job

Requirements

A bachelor's degree and at least 3 years of experience in a banking service role are required.
Strong knowledge of banking products, services, and procedures is required.
A good understanding of financial and investment products and services, including equity and bond markets, is required.
Strong knowledge of offshore compliance and regulatory requirements, as well as exposure to multicultural issues, is required.
CACS Certifications 1 and 2 are required.

Responsibilities

Support Relationship Managers in providing excellent service to high-net-worth clients to achieve client retention.
Partner with clients, business support, and service providers to ensure timely transaction processing and service delivery for client requirements.
Understand client requirements and assist Relationship Managers with daily maintenance of account relationships.
Act as a key client interface for initiating client instructions, monitoring funds for payment, and preparing client fax instructions, forms, and loan disbursement instructions.
Initiate account opening, closure, and update instruction checklists, and interface with clients to ensure completion of documentation requirements.
Track and follow up on outstanding documentation and client fee payments.
Assist with onboarding new Treasures Private Client clients and send welcome packs.

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

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Location:

DBS Asia Central

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

Recently Posted Jobs

Explore more opportunities at DBS Bank

See more jobs