Senior Associate, Treasures Bancassurance Specialist, Bancassurance, Consumer Banking Group
1 day ago
Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.
Responsibilities
- Provide comprehensive financial advisory services to high-net-worth clients, including investment planning, wealth management, and insurance solutions
- Develop and maintain strong relationships with clients, understanding their financial goals and risk profiles to offer tailored solutions
- Collaborate with the Bancassurance team to cross-sell and up-sell insurance products to clients, ensuring a seamless customer experience
- Analyze market trends and client needs to identify new business opportunities and drive revenue growth
- Maintain a thorough understanding of the bank's products and services, as well as regulatory and compliance requirements
- Contribute to the development and implementation of sales strategies and initiatives to achieve team and individual targets
- Provide training and mentorship to junior team members to enhance their skills and knowledge
Requirements
- Minimum 3-5 years of experience in the financial services industry, preferably in a client-facing role
- Strong interpersonal and communication skills, with the ability to build rapport and trust with clients
- Excellent problem-solving and analytical skills, with the ability to understand and interpret financial data
- Demonstrated track record of achieving sales targets and delivering exceptional customer service
- Thorough understanding of the bancassurance industry, investment products, and wealth management solutions
- Ability to work independently and as part of a team, with a proactive and results-oriented approach
- Relevant professional certifications (e.g., CFP, CFA) would be an advantage
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
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