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

Experience: 10 to Not Available years

Location: Kwun Tong

Skills: client service, KYC, account setup, financial products, investment vehicles, regulatory frameworks, Private Banking products, CRM, wealth management platforms, interpersonal skills, problem-solving, attention to detail

Company Overview
Business Function Technology and Operations (T&O;) enables and empowers the bank with an effective, 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.

Duties and 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 discipline.
• 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.

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.
Location: Two Harbour Square
Job: Operations
Schedule: Regular
Employee Status: Regular

📌 AVP/Senior Associate/Associate, Wealth Management Operations (Mi (Mumbai)
🏢 DBS Bank
📍 Mumbai