VP / AVP, Treasures Private Client, Investment Counsellor, Consumer Banking Group

  • Competitive
  • Singapore
  • Permanent, Full time
  • DBS Bank Limited
  • 23 May 19

VP / AVP, Treasures Private Client, Investment Counsellor, 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.

A) Investment Sales Management & Support

  • To be the resident expert in wealth products and solutions offered in the in-country Treasures Private Client platform in the areas of:
(i) Portfolio advisory, asset allocation model.
(ii) Unit Trusts, FX, Fix Income, Equities and other Derivatives.
  • To participate in joint calls with Treasures Private Client Relationship Manager 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 conduct regular coaching, training and market/product briefings to TPC Relationship Managers to enhance their functional competencies & professionalism, raise the level of proficiency and technical expertise, in the course of interacting with customers.
  • Executing trades for clients
  • To work in partnership Relationship Managers to achieve/exceed cluster targets for sales and revenue of wealth products and solutions.
B) Customer Investment Experience & product/process enhancement
  • To work with stakeholders to resolve complex enquiries and issues related to investment and Treasury products, such as, but not limited to: product non-performance, complicated features, potential benefits vs risk disclosures, crisis handling, client handholding etc.
  • Provide regular and timely feedback to Treasures product solution team/CIIP product team, on customer acceptability on new investment products, services and sales issues.
  • Provide input in product development and process improvement
  • 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
  • Degree holder with 8 - 10 years of financial services industry experience
  • Strong 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
  • Trained in asset allocation and financial planning
  • Able to communicate with people of all levels
  • Strong problem solving and decision making skills
  • Self motivated team players with excellent service aptitude who would enjoy in a fast-paced service focused environment
Apply Now

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