Financial Services Expert
2 weeks ago
As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and ambitions. With a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide tailored financial solutions to support our customers at every life stage.
Key Responsibilities
- To be a subject matter expert in wealth products and solutions offered in the Treasures platform, covering portfolio advisory, asset allocation, unit trusts, FX, fixed income, equities, and derivatives.
- To conduct regular coaching, training, and market/product briefings to enhance the competencies and professionalism of Treasures Wealth Managers.
- To execute trades for clients and participate in joint calls with Treasures Relationship and Wealth Managers to provide a holistic view of the investment landscape.
- To work with Treasures Relationship and Wealth Managers and Business Managers to achieve/exceed cluster targets for sales and revenue of wealth products and solutions.
- To provide timely feedback to the Treasures product solution team on customer acceptability of new investment products and sales issues.
- To maintain awareness of and adherence to in-country regulatory frameworks and rules of engagement in sales and marketing of investments.
Requirements
- Minimum 5 years of experience in the financial services industry with strong knowledge of unit trusts.
- Sound knowledge of banking and investment products, services, and procedures.
- Knowledge of financial market trends, including equities, currencies, commodities, fixed income, and FX.
- Solid knowledge of compliance and regulatory requirements, as well as exposure to multicultural issues.
- Presentation and training skills.
- Self-motivated team players with excellent service aptitude.
Benefits
We offer a competitive salary and benefits package, as well as a dynamic work environment that supports your development and recognizes your achievements
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