Analyst, Treasures Wealth Manager
เกี่ยวกับตำแหน่งนี้
The Analyst, Treasures Wealth Manager position at DBS Consumer Banking Group involves developing action plans to achieve revenue targets, acquiring new customers, maintaining existing customer portfolios, providing excellent customer service, and ensuring compliance with regulations.
หน้าที่รับผิดชอบ
- Develop action plan to achieve and exceed revenue / new customer acquisition targets set for the year
- Acquire new customers and constantly maintain/upgrade existing customers' portfolio. Work closely with TFO to achieve targets set.
- Provide excellent service to customers (both existing and potential) by keeping close relationship and managing their investment portfolio, e.g. conduct regular meetings to assess customers’ banking needs to maximize cross selling opportunities to market bank's products and service.
- Implement sales process frame work, ensure customers fully understood the offered product and ensure customers' investment profile suit the product so that there are no miss selling incident
- Ensure customer complaint are handled properly and timely
- Be updated on competitors' offerings on regular basis
- Ensure KYC/Money Laundering Prevention is strictly complied with at all times (including maintaining regular contact with customers for periodic review) and uphold integrity and honesty as bank staff at all times
- Assist Team Leader and CBG Business Manager in achieving the team and branch target
คุณสมบัติ
- At least 2 years of experience in sales with 1 year at TRM level
- Experience in the banking and finance industry would be an advantage
- Sound understanding in banking products especially Bancassurance, Investment and Treasury products
- Possess relevant certification in various wealth management products would be an advantage
- Highly driven, self motivated, able to work under pressure, organized and good time management
- Strong communication, interpersonal, and selling skills
- Good understanding in applying principle of Know Your Customer (KYC) and Anti Money Laundering (AML)
- Good written and verbal English
- Able to operate computer and run Microsoft Office applications