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Analyst, Wealth Planning Admin, Private Banking, Consumer Banking Group

DBS Bank Limited Singapore
Posted 3 days ago Permanent Competitive
Analyst, Wealth Planning Admin, Private Banking, Consumer Banking Group
Business Function

DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client's needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Responsibilities
  • Prepare policy illustration and client presentation materials
  • Supporting Insurance Specialist with both new business and policy servicing transactions which include but not limiting to arranging medicals with clinics, submit supporting document to insurer, submit payment advice, liaising with internal and external stakeholders to move the different transactions, etc
  • Prepare policy review packs for incepted policies
  • Administrative duties like printing of documents, binding of documents, arranging local and overseas courier services
  • Provide cross support to Wealth Planning trust admin matters where required
Requirements
  • Diploma or Bachelor's degree, preferably in Business, Finance, Banking or related field.
  • At least 1-2 years of relevant experience in the banking or financial services industry, preferably with exposure to insurance
  • Proven experience in data analysis and MIS reporting.
  • Proficient in MS Office tools e.g. Excel, Word, PowerPoint.
  • Good understanding of governance and risk/control related matters.
  • Excellent communication, presentation and interpersonal skills, with the ability to influence and collaborate with cross-department stakeholders.
  • Proven track record of delivering high-quality results and solutions in a fast-paced and dynamic environment.
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.

Job ID  WD66690
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