AVP/Associate, Investment Consultant, Investment Product & Advisory, Consumer Banking Group
Core
Internal investment expert providing market insights, product knowledge, and strategic guidance to relationship managers and branches to drive wealth management performance.
Role type
Senior Investment Consultant (Wealth Management Support)
Builds
Investment strategies, market reports, and client seminar content for the consumer banking segment
Domain
Consumer Banking / Wealth Management
Deliverable
product features
Required skills
Market analysis, investment product expertise, sales training delivery, client acquisition strategy, financial planning, data-driven insights
Preferred skills
Cross-functional collaboration, presentation skills, customer segmentation
Technologies
DBS-Morning Star asset allocation model
Responsibilities
Conduct daily market analysis and prepare comprehensive reports for sales teams; Develop and deliver training programs on market outlooks and investment products; Join client calls to provide expert investment advice and support acquisition; Collaborate with branch managers to develop product strategies and improve RM productivity; Organize client seminars to disseminate market knowledge.
Seniority
Senior, hands-on IC