Investment Counselor Associate
6 days ago
Job Title: Associate, Investment Counselor
Job Summary:
DBS Bank is seeking a skilled Investment Counselor Associate to join our team. As a key member of our Consumer Banking Group, you will be responsible for distributing third-party investment products to clients through our Virtual Relationship Manager (VRM) channel.
Main Responsibilities:
- Distribute third-party investment products, including unit trusts, alternatives, and forex, to clients through the VRM channel.
- Support the VRM team in achieving their volume and revenue objectives through a need-based selling approach.
- Ensure the timely execution of investment sales processes and the suitability of clients' investment profiles.
- Provide training and support to team members on new product launches and investment, alternative, and Forex products.
- Analyze client books and track the performance of team members to align with desired investment volumes and revenue objectives.
- Ensure customer-centricity and adherence to fair dealing norms and compliance with internal and regulatory guidelines.
- Collaborate with the Central Investment Product team to resolve discrepancies and minimize revenue leakages.
- Develop and maintain strong relationships with team members, clients, and prospects.
Requirements:
- 8-10 years of experience in retail banking or NBFCs, with 4-5 years in a private/MNC bank setup.
- Proven sales track record in the financial services industry.
- Sound understanding of investment, Forex, and wealth management products.
- AMFI certification and FEDAI (IIBF) certification preferable.
- Graduate or Post Graduate with an MBA in relevant fields.
Working with DBS:
- Drive performance through value-based propositions.
- Ensure customer focus by delighting customers and reducing complaints.
- Build pride and passion to protect, maintain, and enhance DBS' image and reputation.
- Enhance knowledge base, build skill sets, and develop competencies.
- Invest in team building and motivation through ideation and innovation.
- Execute at speed while maintaining error-free operations.
- Develop a passion for performance and grow the talent pool.
- Maintain the highest standards of honesty and integrity.
About DBS:
DBS Bank is a leading financial services group in Asia, with a strong presence in consumer banking, corporate and investment banking, and asset management.
Why Join DBS:
At DBS, we offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive remuneration package.
How to Apply:
Please submit your application through our website or email it to [insert email address]. We look forward to hearing from you.
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