Senior Associate, Investment Consultant, Investment Products
1 day ago
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.
工作職掌\:
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。
Responsibilities:
- IC play the role as the speaker for the small client seminar held at each branch.
- To distribute the market outlook and asset allocation model related knowledge to our existing customers as well prospectors.
- IC should be the trainer of sales people and help on solving all kind of market/product relevant inquiries from sales people.
- Refine the sales trainings via morning update and informal communications with sales people.
- 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.
- IC should join call with TRMs to know the customers needs, advice suitable product and fulfill customer needs.
- Help in writing the market outlook/product related materials for the purpose of sales training and role plays.
- Help to promote and educate the DBS-Morning Star asset allocation model to TRMs and clients.
- Responsible for the feedback of voice and requirements to CIIP research team and product teams.
- Develop strategies to help TRM to acquire new customers and to acquire new money.
1.具備投資理財專業知識
2.具有投資輔銷經驗或理財主管、理財專員經驗
3.主動積極抗壓
必備證照
金融市場常識與職業道德
投信投顧相關法規(含自律規範)
信託業業務人員信託業務專業測驗
衍生性金融商品銷售人員
-
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 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 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 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...
-
Taiwan DBS Bank Full time NT$60,000 - NT$120,000 per yearJob DescriptionDevelop and execute product strategy and marketing plan and be responsible for its related deployment and implementation to deliver set targets.Conduct market analysis to identify business opportunities and threats and initiate & promote appropriate strategies and planCoordinate with GFM, internal departments (branches & operations) and...
-
Taiwan DBS Full time NT$900,000 - NT$1,200,000 per yearJob Overview:Ensure timely and accurate product management and well-launched.Deliver the insightful valued add to assist business for better upgrade and implementation.Job Responsibilities:Drive investment product business and deliver target budget and growthSupport team to conduct product survey, selection, launch and promotion and deliver necessary product...
-
Associate, Investment Product Manager
1 day ago
Taiwan DBS Full time $60,000 - $120,000 per yearJob Overview:Ensure timely and accurate product management and well-launched.Deliver the insightful valued add to assist business for better upgrade and implementation.Job Responsibilities:Drive investment product business and deliver target budget and growthSupport team to conduct product survey, selection, launch and promotion and deliver necessary product...
-
AI Investment Partner
1 day ago
Taiwan Appier Full time NT$120,000 - NT$240,000 per yearAppier is a technology company which aims to provide artificial intelligence platforms to help enterprises solve their most challenging business problems. Appier was established in 2012 by a passionate team of computer scientists and engineers with expertise in AI, data analysis, distributed systems, and marketing.About the Role:We are looking for a highly...
-
Taiwan - Taipei - Taipei Hub - F DBS Bank Full time NT$60,000 - NT$120,000 per yearJob Responsibilities:Identify business needs and ensure project implementation is aligned with business needsCollect and assemble requirements of enhancements and align project scope /details with project teamsDevelop detailed project plans and schedules for investment projectsMonitor progress regularly and make adjustments as needed to ensure successful...
-
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...
