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
Job Requirements:
Financial Licenses
Investment Consultant experiences
Treasures Bancassurance Specialist
Job Responsibilities:
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Treasury Product Manager, CBG
Job Responsibilities:
Develop 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 plan
Coordinate with GFM, internal departments (branches & operations) and external product providers to ensure smooth and quality execution of marketing programs
Support to all distribution channels in terms of product promotions, operation process, and customer communication
Manage the product process cross department to ensure process is streamlined with cost efficiency and in line with operation procedure
Consult with L&C, RMG, CAOR, DD and all relevant departments to ensure the new product launches and marketing programs are with full compliance of external regulation and internal requirements
Provide the necessary product training to frontline sales team and promote the product strategy
Job Requirements:
Bachelor degree and above
At least 3 years working experience in banking industry, with a strong understanding of investment products, particularly structured products including Structured Notes, Foreign Exchange, DCI (Dual Currency Investment). etc
Advanced degree like MBA, CFA, CFP, etc is a plus
Possess leadership abilities as well as team working skills
Strong project management and communication/ presentation skills
Flexible, creative in approach and independent at adapting to changes and new situations
Strong analytical skills and strategic planning skills
Knowledge of Investment products, specifically in structure products such as Structured Notes, Foreign Exchange, DCI (Dual Currency Investment). etc
Up to date knowledge of the financial market and regulations
Bancassurance Sales Support, CBG
Job Responsibilities:
Conduct insurance related administrative works, which includes new applications review and documents references
Routine review/supervision of insurance legal and compiance & regulations related to money laundering prevention
Administrative workflow optimization, which includes proposing system requirements and UAT
Communication and Coordination with Insurance companies
Consolidation of sales performance reports
Sales Management Officer
Job Responsibilities:
Sales performance/productivity management, including goal & KPI setting, sales HC management, performance management, and all sales productivity related projects/process/CJE/compliance & control coordination/management
Sales incentive & recognition program, including plan and execute & timely track tactical campaigns to achieve business target
branch optimization model management
Sales communication
Job Requirements:
Familiar with project execution, process and implementation
