DBS Bank

Regional bank offering digital banking

Treasures Investment Counsellor

Wealth Management & Financial AdvisoryUpdated on Nov 12

Full-timeBeijing, ChinaNo salary listedIn-person

About the Job

Requirements

A Bachelor’s degree or above is required.
At least 5 years of experience in banks, including 3 years of solid sales experience in investment-related banking 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, and the ability to identify opportunities in response to changing conditions, are required.
The ability to communicate with internal and external customers is required.
The ability to work under pressure is required.
The ability to develop a career in banking is stated as a requirement.
Communication and problem-solving skills are required.
Fluency in written and spoken English and Chinese is preferred.
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 optimise sales capacity and effectiveness.
Deliver timely CIO market updates and house views, and provide clear tactical strategies based on CIO and GFM views to sales staff 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 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 and 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.
Undertake other projects or initiatives assigned by the line manager.

Desired Qualifications

Fluency in written and spoken English and Chinese is preferred.

Description - External

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 physical and 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

Internal Description

Description - Internal

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 physical and 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

Location:

PRC - Beijing

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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