Treasures Investment Counsellor
2 weeks ago
Business Function
As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help customers achieve their goals and aspirations. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide tailored financial solutions to meet the needs of our customers at every life stage.
Responsibilities:
- To serve as a resident expert in wealth products and solutions offered in the in-country Treasures platform, providing a holistic view of the entire investment landscape in areas such as portfolio advisory, asset allocation, unit trusts, FX, fixed income, equities, and derivatives.
- To conduct regular coaching, training, and market/product briefings to Treasures Wealth Managers to enhance their functional competencies and professionalism, raising the level of proficiency and technical expertise in interacting with customers.
- To execute trades for clients and participate in joint calls with Treasures Relationship and Wealth Managers to provide a comprehensive view of the investment landscape, including asset allocation, product solutions, and market outlooks.
- To work in partnership 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 regular and timely feedback to Treasures product solution team on customer acceptability of new investment products, services, and sales issues.
- To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investments.
Requirements:
- Degree holder with at least 5 years of experience in the financial services industry, with strong knowledge of unit trusts.
- Sound knowledge of banking and investment products and services, as well as 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.
- Possess presentation and training skills.
- Self-motivated team players with excellent service aptitude, who would thrive in a fast-paced service-focused environment.
What We Offer:
We provide a competitive salary and benefits package, as well as the professional advantages of a dynamic environment that supports your development and recognizes your achievements.
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