DBS Bank

Regional bank offering digital banking

AVP/Associate - Multiple Teams

Wealth Management & Financial AdvisoryUpdated on Nov 12

Full-timeNo salary listedIn-person

About the Job

Requirements

A bachelor degree and good communication skills are required.
At least 2 years of relevant experience in treasury products, including FX spot, dual-currency investment, margin trading, and currency accumulator products are required.
Strong foreign exchange and treasury market knowledge and sales experience are required.
Strong strategic planning skills and the ability to drive initiatives that grow business volume are required.
Experience motivating and engaging sales teams to deliver targets is required.
A good understanding of rules and regulations relevant to the sale and operation of foreign exchange products in Taiwan is required.
The following licenses or qualifications are required: Trust Business Personnel; Investment Trust and Investment Consulting relevant regulations; derivatives financial product sales qualification or structured product sales qualification; and the financial markets common knowledge and professional ethics examination.

Responsibilities

Provide advisory services on treasury products to Treasures clients to achieve client and financial objectives.
Coach, train, and lead sales teams (BMs and TRMs) to promote foreign exchange and dual-currency investment products while fulfilling internal and external regulatory requirements.
Lead and support the sales team to deliver set revenue targets and grow foreign exchange and dual-currency investment assets under management.
Conduct joint sales calls or appointments with relationship managers when required.
Drive and grow the foreign exchange and dual-currency investment business through an effective sales management model.
Attend relevant training and briefings.
Assist in treasury product development by providing feedback on client preferences and needs and contributing ideas on how products can be better packaged and retailed to clients.

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.

The Role Responsibilities

Provide advisory services on treasury products to Treasures clients to achieve clients and financial objectives.
Coach, train and lead sales team (BMs and TRMs) to promote FX/DCI, fulfilling internal and external regulatory requirement.
Lead and support sales team to deliver the set revenue target and grow FX/DCI AUM.
Perform joint sales call / appointment with RMs when required
Drive and grow the FX/DCI business through an effective sales management model.
Attend all relevant training/briefings and assist in treasury product development by providing feedback on clients; preferences and needs as well as contributing ideas on how products can be better packaged and retailed to clients.

Our Ideal Candidates:

Bachelor degree with good communication skills.
At least 2 years relevant experiences in treasury products to include FX spot, dual-currency investment, margin trading and currency accumulator.
A strong FX and Treasury market knowledge and sales experiences are necessary.
Strong strategic planning skills and be able to drive initiative to grow business volume
Strong communication skills, experience in motivating and engaging with sales teams to deliver target.
Good understanding of rules and regulations relevant to sales and operations of FX products in Taiwan

Required Licenses:

信託業務人員
投信投顧關法規
衍生性金融商品銷售人員資格 / 結構型商品銷售人員資格
金融市場常識與職業道德測驗

Location:

Honhui A-12F

Job:

Product Sales

Schedule:

Regular

Employee Status:

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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