AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group | Singapore, SG

DBS Bank Limited; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

DBS Bank Limited is seeking an AVP, Treasures Investment Counsellor to enhance client advisory services in wealth management. The role involves training wealth managers, executing client trades, and providing insights on investment products. Candidates should have a degree and at least 5 years in the financial services industry, with strong knowledge in Unit Trusts and other banking products.

Benefits

Competitive salary and benefits

Qualifications

• Minimum 5 years of financial services industry experience.
• Strong knowledge of Unit Trusts and banking products.
• Ability to work in a fast-paced, service-focused environment.

Responsibilities

• Act as the expert in wealth products and provide advisory services.
• Conduct training sessions for Treasures Wealth Managers.
• Participate in joint calls to clients for holistic financial advice.

Skills

Financial market trends knowledge

Presentation skills

Self-motivated

Service aptitude

Education

Degree holder

Job description

AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group

AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group

AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group

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

• To be the resident expert in wealth products and solutions offered in the in-country Treasures platform in the areas of: Portfolio advisory, Asset Allocation model, Unit Trusts, FX, Fixed Income, Equities and other Derivatives, to provide a holistic view of the entire investment landscape
• To conduct regular coaching, training and market/product briefings to Treasures Wealth Managers to enhance their functional competencies & professionalism, raise the level of proficiency and technical expertise, in the course of interacting with customers
• Execute trades for clients
• To participate in joint calls with Treasures Relationship and Wealth Managers to clients with the aim of providing a holistic view of the entire investment landscape including performing asset allocation, product solution and market outlooks
• To 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
• To provide regular and timely feedback to Treasures product solution team, on customer acceptability on new investment products, services and sales issues
• To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment

Requirements

• Degree holder with min 5 years of financial services industry experience with strong knowledge of Unit Trusts
• Sound knowledge of banking and investment products & services and procedures
• Knowledge of financial market trends, including but not limited to equities, currencies, commodities, fixed income, FX
• Solid knowledge of compliance and regulatory requirements as well as exposure to multicultural issues
• Possess Presentation and Training skills
• Self-motivated team players with excellent service aptitude who would enjoy in a fast-paced service focused environment

Apply Now

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