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AVP/Senior Associate/Associate, Wealth Management Operations (Middle Office & Sales Support)

icon building Company : Dbs Bank (Hong Kong) Limited
icon briefcase Job Type : Full Time
icon geo-alt Hong Kong

Number of Applicants

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Job Description - AVP/Senior Associate/Associate, Wealth Management Operations (Middle Office & Sales Support)

Business Function

Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibilities
  • Serve as the primary point of contact for client service inquiries, ensuring prompt and accurate responses.
  • Assist relationship managers in onboarding new clients, including KYC, account setup, and documentation.
  • Proactively manage ongoing client requests and resolve service issues with a client-centric approach.
  • Coordinate and execute customized solutions for clients with unique requirements, such as tailored reporting, investment mandates, or cross-border transactions.
  • Collaborate with internal departments (investment, compliance, operations) to deliver bespoke client services efficiently.
  • Oversee the end-to-end client service process, ensuring adherence to regulatory standards and internal policies.
  • Monitor and track service delivery metrics, identifying areas for process improvement.
  • Ensure all client documentation and records are accurate and up-to-date.
Requirements
  • University graduated / Degree holder in Banking and Finance or related disciplines
  • 10+ years of experience in client service or operations within wealth management or private banking
  • Strong understanding of financial products, investment vehicles, and regulatory frameworks.
  • Practical experience and knowledge of Private Banking products and services, demonstrating a deep understanding of client needs within this specialized area.
  • Excellent communication and interpersonal skills, with a client-focused mindset.
  • Ability to manage multiple priorities and deliver under pressure.
  • High attention to detail and problem-solving abilities.
  • Proficiency in CRM and wealth management platforms.
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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.

Original job AVP/Senior Associate/Associate, Wealth Management Operations (Middle Office & Sales Support) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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