DBS Bank

Regional bank offering digital banking

Treasures Investment Counsellor

Wealth Management & Financial AdvisoryUpdated on Nov 12

Full-timeShanghai, ChinaNo salary listedIn-person

About the Job

Requirements

A bachelor's degree or higher is required.
At least five years of experience in banking, including three years of solid sales experience related to investment business, is required.
A record of excellent sales results in investment business is required.
Sales management and coaching skills to achieve team performance are required.
Knowledge of investment market trends and competitive activities, with the ability to react to changes and identify opportunities, is required.
The candidate must have a strong sales and service orientation.
The candidate must communicate effectively with internal and external customers.
The candidate must be able to work under pressure and collaborate as a team member.
The candidate should intend to develop a career in banking.
Strong communication and problem-solving skills are required.
Proficiency in Excel, PowerPoint, and Word is required.

Responsibilities

Lead and drive the collective performance of frontline sales to meet assigned business outcomes for investment products.
Develop portfolio strategies and business plans with District Heads and Branch Managers to optimize sales capacity and effectiveness.
Deliver timely CIO market updates and house views, and provide sales staff with clear tactical strategies leveraging CIO and GFM views to enhance their functional competencies and professionalism in customer interactions.
Provide professional support and service to sales staff and customers through regular portfolio reviews with customers and sales staff, and conduct direct customer follow-up in accordance with the CBG contact strategy.
Manage the assigned portfolio across branches and resolve complex enquiries and complaints.
Provide regular, timely feedback to the product taskforce team on customer acceptance of new investment products, services, and sales issues.
Comply with physical and information security standards.
Carry out other projects or initiatives assigned by the line manager.

Desired Qualifications

Fluency in written and spoken English and Chinese is preferred.

Responsibilities: - Lead and drive collective performance of frontline sales to meet overall business outcomes assigned for investment products - Develop portfolio strategies and business plans with District Heads and Branch Managers to optimise sales capacity and effectiveness - Deliver CIO market updates and house views on timely basis and provide clear tactical strategy leveraging on CIO and GFM views to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers - Provide professional support and service to sales staff and customers on regular portfolio review for customers with sales staff. Conduct direct customer follow up in accordance to our CBG contact strategy - Manage assigned portfolio across branches to resolve complex enquiries and complaints - Provide regular and timely feedback to product taskforce team on customer acceptability on new investment products, services and sales issues - Compliance with physicaland information security standards - Other project or initiatives assigned by line manager Requirements - Education: Bachelor or above - At least 5 years experience in banks and with 3 years solid sales experience in banks related to investment business - Record excellent sales results on investment business Possess sales management and coaching skills to achieve team performance Functional competencies - Possess excellent knowledge of investment market trends and competitive activities and be able to react and identify opportunities in response to the changing landscape - Excellent sales and service attitude - Able to communicate well with internal and external customers - Able to work under pressure and as a good team player - Intend to develop his/her career in banking field Technical competencies - Good communication and problem solving skill - Fluent in both English and Chinese writing and speaking is preferred - Proficient in Excel, PowerPoint, Word, etc -en

Location:

PRC - Shanghai

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time

About the Company

DBS Bank

Regional bank offering digital banking

DBS Bank provides banking and financial services in Singapore and Southeast Asia, including personal and business banking, loans, deposits, wealth management, and payments. It serves customers through a network of branches and a digital platform that lets people open accounts, transfer funds, borrow, and invest via online and mobile apps. The bank differentiates itself with government-backed origins, rapid regional growth, a strong emphasis on digital banking, and a broad mix of consumer, corporate, and wealth services. Its goal is to be a leading, trusted financial services provider in Asia, supporting customers and economies with reliable banking and sustainable growth.

Company size: 10,001+
Company stage: IPO
Headquarters: Singapore, Singapore
Founded: 1968

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