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Client Service Trainer, Private Banking

dbs · One Island East

New
Senior 🇬🇧 English
Avaloq Microsoft Office KYC AML

Job description

About the role

DBS is hiring a Client Service Trainer for its Private Banking team, based in the Center. The trainer supports the Client Service Management team in building and delivering training for Relationship Account Managers (ARMs), helping them deliver best-in-class client service.

Key responsibilities

  • Help develop a comprehensive training curriculum covering onboarding, investment, cross-border, service administration, retail, digital support and more.
  • Design and deliver high-impact learning experiences that improve ARM effectiveness and confidence.
  • Drive or contribute to procedures and inputs at ARM touch-points, and run training for technology rollouts and process changes.
  • Represent ARMs in bank forums such as transformation, control and business management.
  • Coach ARMs on KYC, banking products, regulatory requirements, risk practices and AI knowledge.
  • Foster a client-service-first mindset and build confidence in operational processes.
  • Identify skill gaps and deliver both technical and non-technical training aligned with business priorities.

Required profile

  • Bachelor's degree in Business Studies, Finance, Economics or a related field.
  • Minimum 3-5 years of relevant experience as an ARM in a private bank.
  • Experience in learning design, facilitation, coaching or consulting is valued.
  • Preferred: HKMA/SFC licenses, CACS papers 1 and 2, CMFAS modules.
  • Excellent communication, presentation and interpersonal skills, plus leadership and coaching abilities.
  • Strong organisational skills, attention to detail and ability to work under pressure.
  • High risk awareness, integrity and a service-oriented attitude.

Required skills

  • Working knowledge of core banking systems (e.g. Avaloq) and Microsoft Office.
  • Good understanding of private banking products and global financial markets.
  • Strong knowledge of the private banking regulatory framework, including KYC and AML.

Questions fréquentes

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Source : ats:workday

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Published 3 hours ago

Expires 1 month from now

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dbs

One Island East