Assistant Relationship Manager, Treasures Private Client

Reposted 16 Days Ago
Be an Early Applicant
Central Singapore, SGP
In-Office
Mid level
Fintech • Information Technology • Software • Financial Services
The Role
Support Relationship Managers in servicing high-net-worth clients: process transactions, handle account maintenance, initiate account openings/closures, track documentation and fees, assist onboarding and welcome packs, and coordinate with internal teams to ensure timely service delivery.
Summary Generated by Built In

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:

Skills Required

  • Bachelor's degree with at least 3 years experience in a banking service role
  • Strong interpersonal and communication skills
  • Strong knowledge of banking products, services and procedures
  • Good understanding of financial and investment products including equity and bond markets
  • Strong knowledge of offshore compliance and regulatory requirements and multicultural exposure
  • Possess CACS Certifications 1 & 2
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The Company
41,000 Employees
Year Founded: 1968

What We Do

DBS Bank is a leading financial services group in Asia, headquartered in Singapore. It provides a full range of consumer, SME, and corporate banking services. The bank is recognized for its digital innovation, having been named 'World's Best Digital Bank' and 'World's Best Bank' by various publications. It also operates the DBS Foundation, which supports social enterprises and community initiatives, reflecting its commitment to creating impact beyond traditional banking.

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