AVP/Associate, Investment Consultant, Investment Product & Advisory, Consumer Banking Group
Core
Internal investment expert providing market insights, product knowledge, and strategic guidance to empower Relationship Managers (TRMs) and branches in delivering superior wealth management advice and solutions.
Role type
Associate Vice President / Investment Consultant (Wealth Management Support)
Builds
Investment strategies, client seminars, and sales enablement programs for the Consumer Banking Group
Domain
Consumer Banking / Wealth Management / Investment Advisory
Deliverable
client delivery
Required skills
Investment advisory, wealth management sales supervision, financial planning, channel sales, market analysis, customer segmentation, asset allocation modeling, sales training development
Preferred skills
Strategic application of investment products, cross-functional collaboration, independent work
Technologies
DBS-Morning Star asset allocation model
Responsibilities
Conduct daily market analysis and prepare comprehensive reports for TRMs; Develop and deliver training programs on market outlooks and investment products; Join client calls to provide expert investment advice and help fulfill client requirements; Collaborate with branch leaders to develop product and pricing strategies; Organize client seminars to disseminate market knowledge and asset allocation concepts.