Senior Associate, Investment Consultant, IP&A, Consumer Banking Group
2 days ago
投資顧問團隊是財富管理團隊的專家角色。主要工作職責包含:
協助分行舉辦理財說明會、進行每日市場分析與報告,提供即時的資訊給理專。需給予教育訓練,協助理專提升專業,包含:市場/產品等。與分行經理及業務主管合作,進行顧客分析並提供合適的投資理財規劃諮詢,符合客戶需求。提供策略面的專業,協助分行提升分行績效與理專生產力。
Key Role Responsibilities
l IC play the role as the speaker for the small client seminar held at each branch.
l To distribute the market outlook and asset allocation model related knowledge to our existing customers as well prospectors.
l IC should be the trainer of sales people and help on solving all kind of market/product relevant inquiries from sales people.
l Refine the sales trainings via morning update and informal communications with sales people.
l Co-work with BBM and sales lead on the analysis of customer composition, and help BBM/sales lead and sales to develop suitable product/pricing strategy to service the customers at the branch level.
l IC should join call with TRMs to know the customers needs, advice suitable product and fulfill customer needs.
l Help in writing the market outlook/product related materials for the purpose of sales training and role plays.
l Help to promote and educate the DBS-Morning Star asset allocation model to TRMs and clients.
l Responsible for the feedback of voice and requirements to CIIP research team and product teams.
l Develop strategies to help TRM to acquire new customers and to acquire new money.
Qualification
l 具有投資輔銷、理財主管、理財專員或Fund House Channel Sales經驗
l 具備投資理財專業資格
(1) 金融市場常識與職業道德
(2) 投信投顧相關法規(含自律規範)
(3) 信託業業務人員信託業務專業測驗
(4) 衍生性金融商品銷售人員 或 結構型商品銷售人員資格
-
Taiwan DBS Bank Full time NT$60,000 - NT$120,000 per yearBusiness FunctionAs 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...
-
Taiwan DBS Bank Full time NT$900,000 - NT$1,200,000 per year外匯投資顧問 Business FunctionAs 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...
-
Taiwan DBS Bank Full time $80,000 - $100,000 per yearBusiness FunctionAs 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...
-
Taiwan DBS Full time NT$60,000 - NT$120,000 per yearBusiness FunctionAs 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...
-
Taiwan DBS Full time $40,000 - $60,000 per yearBusiness FunctionAs 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...
-
Taiwan DBS Bank Full time NT$600,000 - NT$1,200,000 per yearAs 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...
-
Taiwan DBS Bank Full time NT$1,200,000 - NT$2,400,000 per yearBusiness FunctionAs 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...
-
Taiwan DBS Full time $60,000 - $120,000 per yearBusiness FunctionAs 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...
-
Taiwan DBS Full time NT$60,000 - NT$120,000 per yearBusiness FunctionAs 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...
-
Taiwan DBS Bank Full time NT$1,200,000 - NT$2,400,000 per yearAs 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...
