AVP/VP, Client Service Manager, Private Banking
DBS · One Island East
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 CenterJob:
Customer ServiceSchedule:
RegularEmployee Status: