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Urgent! AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group Job Opening In Singapore, Singapore – Now Hiring DBS Bank Limited

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



Job description

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 Ie, 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 functionalpetencies & 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,modities, fixed ie, FX
  • Solid knowledge ofpliance 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

    We offer apetitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.


    Job ID 2500006A


    Required Skill Profession

    Business Operations Specialists



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