AVP/Associate, Investment Consultant, Investment Product & Advisory, Consumer Banking Group

• Conduct daily market analysis, prepare comprehensive reports, and provide timely market insights to Treasures Relationship Managers (TRMs) and branches.
• Act as the primary subject matter expert for investment products and market trends, addressing inquiries from the sales force.
• Collaborate with Branch Business Managers (BBMs) and sales leads to analyze customer demographics and develop suitable product and pricing strategies at the branch level.
• Provide strategic advice to branches to enhance their performance and improve RM productivity in investment sales.

• Training & Capability Development:

• Develop and deliver comprehensive training programs for TRMs on market outlooks, asset allocation models, investment products, and sales strategies.
• Organize and speak at small client seminars held at branches, disseminating market outlooks and asset allocation knowledge to existing and prospective customers.
• Refine sales trainings through regular morning updates and informal communications with the sales team, ensuring continuous learning and skill enhancement.
• Prepare market outlook and product-related materials for sales training sessions and role-playing exercises.

• Sales Enablement & Support:

• Join TRMs in client calls to understand customer needs, provide expert investment advice, and help fulfill client investment requirements.
• Promote and educate TRMs and clients on the DBS-Morning Star asset allocation model.
• Develop strategies to assist TRMs in acquiring new customers and increasing assets under management (AUM).
• Responsible for gathering feedback on voice-of-customer and requirements, relaying them to the IP&A research team and product teams for continuous improvement.

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Our Ideal Candidates

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 5 years’ experience in investment advisory, wealth management sales supervision, financial planning, or channel sales within a fund house.
• Proven track record in providing investment support and training to sales
• In-depth knowledge of financial markets, investment products, and wealth management principles, with a focus on strategic application.
• Excellent communication, presentation, and interpersonal skills, with the ability to articulate complex financial concepts clearly and effectively to diverse audiences (both internal sales teams and external clients).
• Strong analytical skills for market analysis and customer segmentation.
• Proactive and collaborative approach, with a strong commitment to supporting sales team success.
• Ability to work independently and as part of a cross-functional team in a dynamic environment.

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Required Certifications

• 金融市場常識與職業道德
• 投信投顧相關法規（含自律規範）
• 信託業業務人員信託業務專業測驗
• 衍生性金融商品銷售人員 或 結構型商品銷售人員資格

Location:

Honhui A-12F

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time