Associate, Investment Counsellor, CBG IP&A

DBS Bank

Taiwan
Permanent
Full-time

2 months ago

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.Job Responsibilities:- IC play the role as the speaker for the small client seminar held at each branch.
- To distribute the market outlook and asset allocation model related knowledge to our existing customers as well prospectors.
- IC should be the trainer of sales people and help on solving all kind of market/product relevant inquiries from sales people.
- Refine the sales trainings via morning update and informal communications with sales people.
- Co-work with BBM and sales lead on the analysis of customer composition, and help BBM/sales lead and sales to develop suitable product/pricing strategy to service the customers at the branch level.
- IC should join call with TRMs to know the customers needs, advice suitable product and fulfill customer needs.
- Help in writing the market outlook/product related materials for the purpose of sales training and role plays.
- Help to promote and educate the DBS-Morning Star asset allocation model to TRMs and clients.
- Responsible for the feedback of voice and requirements to CIIP research team and product teams.
- Develop strategies to help TRM to acquire new customers and to acquire new money.Job Requirements:- Financial Licenses- Investment Consultant experiences

DBS Bank

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