DBS Bank

Regional bank offering digital banking

Treasures Portfolio Counsellor - Consumer Banking Group

Corporate & Technical TrainingUpdated on Nov 12

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

Minimum 3–5 years of experience in consumer banking at executive level; 1–2 years of sales management experience is preferred.
Good educational background, preferably up to university level.
Must be registered as an RI for Regulated Activities Types 1 and 4 with passes in HKSI Licensing Examination Papers 1, 7, and 8, or equivalent.
Must be registered as a TR for General and Long Term (including linked long term) with passes in IIQE Papers 1, 2, 3, and 5, or equivalent.

Responsibilities

Coach selected TRMs in the assigned district on sales performance through needs-based selling coaching; TRM assignments are reviewed quarterly.
Assist the assigned district in formulating sales strategies and support their implementation.
Improve product knowledge and soft skills competency of selected or newly joined TRMs.
Help newly joined TRMs become familiar with DBS culture and systems, and introduce relevant working partners to support onboarding and adaptation.
Coach selected or newly joined TRMs in analyzing their assigned portfolios and structuring appropriate sales strategies and approaches.
Contribute input to task forces, including sales-process streamlining based on frontline feedback and market intelligence on competitor banks’ sales practices; participate in structuring customer engagement models such as TOM.
Advise the Branch Manager on achieving branch key performance indicators.
Identify critical training needs of assigned-district TRMs and coach and develop selected staff to meet performance standards.
Conduct workshops for selected or newly joined TRMs on product knowledge refreshers and selling and appointment-setting skills, including continuing education and compliance.
Communicate expected improvements and timelines to selected existing TRMs, measure activity quantity and quality, and provide coaching suited to each TRM.
Work with the Branch Manager to support newly joined TRMs in learning systems, products, and sales processes and to build trust and morale.
Reinforce required compliance standards and update selected or newly joined TRMs on regulatory requirements through case sharing.
Emphasize adherence to bank governance, internal policies, procedures, and guidelines, including staff licensing and fitness and propriety, anti-money laundering policy, KYC principles, refined sales processes, PDPO direct marketing reminders, Treat Customers Fairly, sales handling responsibilities, and second-level RI requirements.
Comply with registered capacity and conditions imposed by the HKMA and other regulatory bodies, including the applicable Code of Conduct for Persons Licensed by or Registered with the SFC.

Desired Qualifications

CFP designation.
CFA designation.

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) Sales Management and Business Development

Duty on coaching is 100%
Coach selected TRMs of assigned district on sales performance through providing needs-based selling coaching. TRM assignment is reviewed on quarterly basis.
Assist assigned district to help to formulate sales strategies and to provide support on the implementation.
To upscale product knowledge and soft skills competency of Selected / New join TRM.
Help new join TRM to get familiarized with DBS culture, system, introduction of relevant working partners to ensure good on boarding journey and quick adaptation to DBS environment.
Coach Selected / New Join TRM to conduct analysis on assigned portfolio and to structure appropriate sales strategy and approach.
To contribute input in joining different task force, e.g. sales process streamlining to reflect feedback from frontline, market intelligence on sales practice of competitor banks. Involve in structuring customer engagement model like TOM.
To be a BM adviser on how to achieve Branch KPI

(B) People Management and Development

Identify critical training needs of TRMs of assigned district, coach and develop selected staff to meet the performance standards.
Conduct workshops to selected / new join TRM relating to product knowledge refreshment, shape up of selling and make appointment soft skills, which would also include aspect in area of CE and compliance
On selected existing TRM, would clearly channel to them on expected improvement over specified timeline with measurement of activity in both quantity and quality with appropriate coaching as per characteristics of the TRM.
Join hands with BM to handhold new join TRM to ensure that they are properly equipped on system, product & sales process familiarization with building of trust and morale.
Sales Governance and Compliance Control
- Persistently reinforce the required compliance standard and update regulatory requirement to selected / new join TRM with case sharing.
- Repeatedly emphasize the importance of strict adherence to (and not limited to) to the laid down governance of the bank, all internal policies & procedure, guidelines including the staff licensing, fit and properness of staff, anti-money laundering policy, KYC principles, refined sales process, PDPO Direct Marketing reminder, Treat Customer Fairly, R & R of handling sales as well as 2nd RI etc
- Comply with the registered capacity as well as any conditions imposed by the HKMA and other regulatory bodies. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC.

Requirements

Minimum 3-5 years’ experience in consumer banking at executive level, preferably with 1-2 years’ sales management experience.
Good education background, preferably up to University Level.
Must be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent.
Must be registered TR [General & Long Term (incl. linked long term)] with passes in IIQE papers 1, 2, 3 & 5; or 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.

We regret only shortlisted candidates will be notified..

Location:

One Island East

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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