Treasures Investment Counsellor
Core
Lead investment sales performance, coach frontline sales staff, and manage customer experience for investment products at DBS Consumer Banking Group.
Role type
Senior IC investment sales manager / sales operations lead
Builds
Investment sales strategies, sales materials, and customer service standards for DBS Consumer Banking Group
Domain
Banking / Consumer Finance / Investment Products
Deliverable
product features
Required skills
Investment sales management, team coaching and training, regulatory compliance (Type 1 & 4), customer complaint resolution, product development feedback
Preferred skills
CFP designation, CFA designation, experience in fund houses
Technologies
None stated
Responsibilities
Lead and drive sales performance of frontline sales to achieve targets; Develop sales strategies and business plans for cluster branch(es); Conduct coaching, training, and market/product briefing to sales staff; Provide professional support and advice to sales staff and customers through joint sales calls; Ensure full compliance with external regulatory codes and internal policies; Resolve complex enquiries and complaints from investment customers
Seniority
Senior, hands-on IC