Senior Associate, Investment Consultant, Investment Product & Advisory, Consumer Banking Group

Senior Associate, Investment Consultant, Investment Product & Advisory, Consumer Banking Group-(2500005W)

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

Primary Location

Taiwan

Product Sales

Job Posting

May 26, 2025, 3 : 07 : 08 PM