Illinois CPA Society | Treasures Bancassurance Specialist

2 weeks ago


Singapore Illinois CPA Society Full time

Business Function
DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers. The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever-evolving financial landscape to achieve their individual financial goals and aspirations.
Responsibilities
Work closely with the branch sales and service teams to provide innovative product solutions to address customers' retirement planning, savings and financial protection needs
Manage the branch sales portfolio, promotions and campaigns
Strengthen long-term relationships with our customers by providing excellent customer service
Requirements
Diploma or Degree holder with at least 6 years of sales experience
Knowledge of Financial Planning will be beneficial
Strong presentation and selling skills
Excellent communication and interpersonal skills
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.
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