Wealth Management Specialist

1 week ago

Chandigarh, Chandigarh, India DBS Bank Full time

Job Title: Wealth Specialist

Job Summary:

DBS Bank is seeking a highly skilled Wealth Specialist to join our team. As a key member of our Consumer Banking Group, you will be responsible for ensuring awareness of and adherence to processes, policies, and codes of conduct. You will also be responsible for continuously identifying new areas of focus requiring creation of controls/processes absent or inadequate, process strengthening, and additional monitoring.

Key Responsibilities:

  • Ensure achievement of Investment Product Volumes and Revenue objectives of the VRM.
  • Ensure AMFI certification/EUIN transfer of new joiners and existing team members and timely renewal of the same.
  • Impart effective training on new product launch/refresher training on investment, alternate, and Forex, AML, and other mandatory trainings and keep the record of attendance to comply with internal and regulatory guidelines.
  • Ensure implementation of investment sales process and the investment profile suitability of clients to the products purchased.
  • Ensure sustainable trail income for the Bank through driving the Mutual Volumes while driving activation of team members for Investment and Forex products.
  • Provide feedback from market and customers to Central Investment Product team for continuous improvement/ideation for new product and processes.
  • Ensure timely dissemination of knowledge on products, market updates, and fund fact sheets amongst front-line team members and Unit Heads.
  • Track the input activities of team members through client book analysis and align the activities to the desired investment volumes and revenue objectives.
  • Always ensure customer-centricity, adherence to fair dealing norms, and compliance to internal and regulatory guidelines at VRM.
  • Ensure adequacy of product brochures, addendums, and proposal forms at VRM repository and check for replenishment of sales kit of RMs.
  • Ensure complaint resolution within the approved TAT through coordination with Central Investment product team and insurer partners at VRM unit.

Requirements:

  • Demonstrated track record in FLOD, managing regulatory and operational risk along with process adherence.
  • Exposure to monitoring of sales processes & regulatory compliance will be highly advantageous.
  • Intensive knowledge of Indian banking and regulatory guidelines.
  • Equipped with knowledge of sales & client interface best practices/industry developments.
  • Minimum 7–9 years experience in banking, first line of defence (FLOD), continuous audits, and process controls.
  • Experience of multi-tasking, managing multiple stakeholders, and independently having senior-level interactions.
  • Prior exposure to process writing, controls, and governance.

Education/Preferred Qualification:

  • Bachelor's degree from a recognized university.
  • Postgraduate qualifications are desirable but not necessary if suitably compensated by top-notch exposure to above-listed experience.
  • Professional qualifications or certifications on process adherence, audits, etc. are desirable but not mandatory.

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