Treasures Investment Counsellor
Core
Lead investment sales performance, coach frontline staff, and ensure compliance for DBS Consumer Banking Group's investment products.
Role type
Senior Investment Sales Manager / Investment Counsellor
Builds
Investment sales strategies, sales materials, and compliant sales processes for consumer banking customers
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, sales team coaching, sales strategy development, regulatory compliance (SFC/HKMA), customer complaint resolution, product feedback analysis
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 branches; 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 with team leadership
