Analyst, Generalist, Private Partner Services (Sales Support), Private Banking

Business Function

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.

Private Partner Services (PPS) provides sales operation support (including account opening) to Private Banking (PB) and Treasures Private Client (TPC) Front Office. The role also provide support to PB and TPC clients in relation to sales and operational process through working closely with PB and TPC Relationship Managers, Client Service Managers and Wealth Management Operation (WMO) teams.

Job Responsibilities

• Operational support - Perform Independent Call back, coordinate with branch for retail service to PB and TPC clients, support project/ initiatives as required.
• Sales and Maintenance Support - Perform quality checking of client forms / documents before submission to operation for processing.
• Reporting - Accurate data tracking and support management reporting as required.
• Handle PB and TPC Front Office enquiries relating to sales and operations procedures and matters as required.
• Account Opening Support - Liaise with RM/ARM team to handle PB and TPC onboarding documents including document checking, scanning, and physical document archival.
• Communicate with stakeholders for account opening, sales and operations and system related issues.
• Take part in ad hoc projects to provide input from a control/sales support perspective on building the business and operational process
• Other duties and responsibilities as assigned by supervising manager

Job Requirements

• Degree holder preferably in Business, Finance, Accounting, Economics or related disciplines
• At least 4 years of relevant work experience in the financial industry.
• Client Services/ Account On-boarding related experience is highly preferred
• Customer-focused, with excellent communication and interpersonal skills
• Good knowledge of private banking products
• Possess good interpersonal and communication skills
• Self-motivated, enthusiastic, organized and ability to multi-task
• Able to work independently and part of a team
• Meticulous with good analytical skills
• Proficiency in MS Office Word, Excel and PowerPoint
• Fluent in Cantonese, English and Mandarin

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.

We regret only shortlisted candidates will be notified.