Associate, Investment Counsellor, CBG IP&A
DBS Bank
- Taiwan
- Permanent
- Full-time
- 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