VP, Client Solutions Manager, Wealth Management Operations, CBWMO, Group COO

Business Functions

The Client Service Manager in Wealth Management Operations is instrumental in supporting the front office to deliver exceptional, personalized service to high-net-worth and bespoke clients. This role serves as a crucial link between clients, relationship managers, and operational teams to ensure seamless client experiences and effective management of complex client needs.

Responsibilities

Client Relationship Support:

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.

Bespoke Service Delivery:

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.

Operational Excellence:

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.

Front Office Support:

Assist front office teams with client meeting preparation, follow-ups, and execution of agreed actions.

Provide training and guidance to junior team members on client service best practices.

Requirement

Bachelor’s degree in finance, business, or a related field. 

10+ years of experience in client service or operations within wealth management or private banking.

Practical experience and knowledge of Private Banking products and services, 

demonstrating a deep understanding of client needs within this specialized area.

Strong understanding of financial products, investment vehicles, and regulatory 

frameworks.

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.

Location: DBS Asia Hub

Job: Operations

Schedule: Regular

Employee Status: Full time