Treasures Investment Counsellor

1 day ago


Singapore DBS Bank Limited Full time
Company Overview

As the leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our 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 comprehensive financial solutions tailored to meet the needs of our customers at every life stage.

Job Description

We are seeking an experienced AVP, Treasures Investment Counsellor to join our team. As a resident expert in wealth products and solutions, you will be responsible for providing holistic views of the entire investment landscape, conducting regular coaching and training sessions, executing trades for clients, and working in partnership with Treasures Relationship and Wealth Managers to achieve/exceed cluster targets for sales and revenue of wealth products and solutions.

Responsibilities:
  • To be the resident expert in wealth products and solutions offered in the in-country Treasures platform, covering areas such as portfolio advisory, asset allocation models, unit trusts, FX, fixed income, equities, and derivatives.
  • To conduct regular coaching, training, and market/product briefings to enhance the functional competencies and professionalism of Treasures Wealth Managers.
  • Execute trades for clients, ensuring timely and accurate completion of transactions.
  • Participate in joint calls with Treasures Relationship and Wealth Managers to provide a holistic view of the entire investment landscape, including asset allocation, product solution, and market outlooks.
  • 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.
Requirements

To succeed in this role, you will need:

  • A degree holder with a minimum of 5 years of experience in the financial services industry, with strong knowledge of unit trusts.
  • Sound knowledge of banking and investment products and services, including procedures and regulations.
  • 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, with the ability to effectively communicate complex information to diverse audiences.
Benefits and Compensation

We offer a competitive salary package, commensurate with your experience and qualifications. In addition to a salary range of SGD $80,000 - SGD $120,000 per annum, we also offer a range of benefits, including performance bonuses, professional development opportunities, and a dynamic work environment that supports your growth and recognises your achievements.



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