Treasures Investment Counsellor

Treasures Investment Counsellor

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locations

One Island East

time type

Full time

posted on

Posted 6 Days Ago

job requisition id

WD85200

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

• (A) Investment Sales Management & Support

• 1.Lead and drive sales performance of frontline sales to achieve overall sales and service targets assigned.

• 2.Develop sales strategies and business plans for cluster branch(es) with DH and Branch Managers to optimise sales capacity and effectiveness.

• 3.Conduct regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers.

• 4.Develop or source sales materials / scripts for sales staff to ensure a consistency in the information flow and enhance their sales efficiency.

• 5.Provide professional support and advice to both sales staff and customers through joint sales calls and regular portfolio review for customers with sales staff.

• 6.Perform regulated activities, Type 1 & 4 specified under the Securities & Futures Ordinance.

• (B) Customer

Experience

• Management & Product/Process Enhancement

• 1.Support branch(es) to provide superior service to investment customers in accordance with the Bank’s required service standards.

• 2.Resolve complex enquiries and complaints.

• 3.Provide regular and timely feedback to product taskforce team on customer acceptability on new investment products, services and sales issues.

• 4.Participate in product development and process improvement projects & activities as assigned.

• (C) Audit and Compliance Control

• 1)Ensure full compliance withboth external regulatory codes & guidelines, ordinance & internal compliance policies, standards, guidelines & procedures related to the course of investment selling and advisory.

• 2)Improve control and compliance quality on investment selling and operation through leadership, education, on-going monitoring & effective remedial actions.

• 3)Assist branch(es) to investigate and handle investment complaints according to the Bank’s complaint handling & escalation procedures in a timely manner.

• 4)Strictly adhere the laid down governance framework of the bank.

• Comply with the registered capacity as well as any conditions imposed by the HKMA andother regulatory bodies.

• This includes compliance with the applicable requirements of theCode of Conduct for Persons Licensed by or Registered with the SFC

Requirements

• Minimum 5 years’ working experience with financial institutions, preferably with fund houses or previous capacity working as CRM, with strong knowledge of investment products.

• With solid experience in managing & coaching sales staff to achieve team performance

• University graduate, Business / Marketing

• Must be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; equivalent

• CFP and CFA designation would be an advantage

• 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.

Location

One Island East

Job: Product Sales

Schedule: Regular

Employee Status: Full time

Why join us?

DBS is more than a bank —

we're shaping the future of finance and communities. With innovation at our core and impact in our DNA, we go beyond banking to build careers, relationships, and a better world.

About Us

DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia.

Recognised for its global leadership, DBS has been named “World’s Best Bank” by Global Finance, “World’s Best Bank” by Euromoney and “Global Bank of the Year” by The Banker. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia” award by Global Finance for 15 consecutive years from 2009 to 2023.

DBS provides a full range of services in consumer, SME and corporate banking. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets and is committed to building lasting relationships with customers. With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities.

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