For over 150 years, our dedication to being the trusted partner for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.
Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.
Together, we can make a great impact for our clients at home and abroad, securing their lasting success and financial security.
Service DBS clients by managing their day-to-day needs, processing transactions, resolving issues, and providing administrative and operational support.
Key Objectives
1. Process client instructions such as wire transfers, cards, loans, fiduciary deposits, e-banking, etc., within established deadlines and according to policies and procedures.
2. Follow up on all transactions to ensure they are accurately processed.
3. Resolve client inquiries through effective interaction with clients, Relationship Managers (RMs), Investment Managers (IMs), branch/operating areas, and other staff in a timely and professional manner.
4. Assist RMs during account modifications and closures, ensuring proper documentation and accurate data entry.
5. Follow up with clients and RMs on missing or outstanding documentation needed for account activity or AML compliance.
6. Assist RMs with due diligence searches in accordance with “Know Your Client” policies and procedures.
7. Uphold all regulatory and compliance policies to mitigate risks and ensure the Bank’s protection.
8. Ensure timely submission of reports related to account activity.
9. Maintain ongoing client satisfaction and uphold Private Banking service standards.
Requirements
1. Experience and Education: Four to five years of financial services experience in a service role and a 4-year university degree.
2. Language Proficiency: Bilingual in Portuguese and Spanish (written and oral) with excellent English; knowledge of German and French is desirable.
3. Banking Knowledge: Good understanding of the Bank’s products, services, regulations, policies, procedures, and related risks.
4. Client Relationship and Problem-Solving Skills: Strong abilities in managing client relationships, communication, and resolving issues.
5. Operational Knowledge: Familiarity with the Bank’s operating areas and ability to utilize information systems efficiently.
6. Emotional and Mental Balance: We support mental health through initiatives like training, counseling, and open discussions, with Mental Health First Aiders available.
Additional Well-being and Benefits
* Physical health: Support for maintaining physical well-being through preventive measures and a supportive workplace.
* Social connection: Emphasis on collaboration, inclusion, and engagement through various benefits like leave, sports groups, and hybrid work models.
* Financial security: Assistance in meeting personal financial goals with benefits such as pension plans, allowances, and health insurance.
Our cultural aspiration is to be ‘empowered to excel together every day’. We uphold integrity, accountability, learning from mistakes, speaking up, and promoting innovation. Embracing change, new facts, and diverse perspectives enables our talented teams to work effectively across the globe and drive results.
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