AVP, Treasures Investment Counsellor

DBS; Indonesia; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading bank in Asia seeks an experienced AVP, Treasures Investment Counsellor in Indonesia. This role focuses on driving sales for Bonds and Unit Trust products, requiring a minimum of 3 years of experience in investment products. The ideal candidate should possess strong market knowledge and the ability to collaborate effectively with Relationship Managers. Responsibilities include generating new opportunities, managing client relationships, and achieving investment targets. Join a dynamic team and contribute to our vision of helping customers achieve their financial aspirations.

Qualifications

• Minimum of 3 years of experience in selling investment products.
• Strong sales orientation and results-driven approach.
• Deep market knowledge of investment products.

Responsibilities

• Support RM/Branches for Bonds & UT business.
• Collaborate to generate NewToProduct (NTP) for Bonds & UT.
• Reactivate inactive clients for Bonds & UT.
• Meet investment budget goals for branches.
• Conduct client visits/conferences with RM.
• Provide market-related analytics to support Bonds & UT.

Skills

Sales driven

Market knowledge

Team management

Education

Degree in Business

Job description

Job Description - AVP, Treasures Investment Counsellor (WD72932)

Job Description

AVP, Treasures Investment Counsellor - ( WD72932 )

Business Function

As 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.

Responsibilities

• Supporting RM/Branches for Bonds & UT Business
• Collaborate with RM to generate NTP (NewToProduct) especially for Bonds & UT
• do Reactivation for clients who inactive especially for Bonds & UT
• Generating revenue as the goals to meet Investment budget each Branches support related
• Client visit or Client Conference with RM for Updating and/or increase Bonds & UT business
• Able to provide Analytics and How to use data
• Able to Create Analysis approaches to Market related to support Bonds & UT business
• Able to Manage and work in Team together with Branches supported related

Requirements

• Have an exposure on selling investment products
• Sales driven and result oriented.
• Market knowledge.
• Has minimum of 3 years of experience
• Degree from a reputable local university or overseas with major in Business.