About the role
AI summarisedThis role is for an Assistant Relationship Manager at DBS Private Bank, supporting senior relationship managers in managing high-net-worth client portfolios. The position involves client onboarding, credit analysis, and ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Assist Relationship Managers in managing and growing a portfolio of high-net-worth clients.
- Prepare credit proposals and financial analysis for new and existing clients.
- Handle client onboarding, account opening, and KYC documentation.
- Ensure compliance with internal policies and regulatory requirements.
- Coordinate with internal stakeholders to deliver seamless client service.
- Monitor client accounts and identify cross-selling opportunities.
- Maintain accurate client records and transaction documentation.
Requirements
- Degree in Finance, Business, or related field.
- Minimum 2 years of experience in private banking or wealth management.
- Strong knowledge of banking products and services.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment.
- Proficiency in Microsoft Office applications.
- Good understanding of KYC, AML, and regulatory requirements.
- Team player with a proactive attitude.
- Strong analytical and problem-solving skills.