VP/ AVP, Treasures Investment Counsellor
2 days ago
Job Description - VP/AVP, Treasures Investment Counsellor (WD80018) 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. Responsibilities 1. Lead and drive sales performance of frontline sales to achieve overall sales and service targets assigned. 2. Develop sales strategies and business plans for cluster branch(es) with DH and Branch Managers to optimise sales capacity and effectiveness. 3. Conduct regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers. 4. Develop or source sales materials / scripts for sales staff to ensure consistency in the information flow and enhance their sales efficiency. 5. Provide professional support and advice to both sales staff and customers through joint sales calls and regular portfolio review for customers with sales staff. 6. Perform regulated activities, Type 1 & 4 specified under the Securities & Futures Ordinance. (B) Customer Experience Management & Product/Process Enhancement 1. Support branch(es) to provide superior service to investment customers in accordance with the Bank’s required service standards. 2. Resolve complex enquiries and complaints. 3. Provide regular and timely feedback to product taskforce team on customer acceptability on new investment products, services and sales issues. 4. Participate in product development and process improvement projects & activities as assigned. (C) Audit and Compliance Control 1. Ensure full compliance with both external regulatory codes & guidelines, ordinance & internal compliance policies, standards, guidelines & procedures related to the course of investment selling and advisory. 2. Improve control and compliance quality on investment selling and operation through leadership, education, on-going monitoring & effective remedial actions. 3. Assist branch(es) to investigate and handle investment complaints according to the Bank’s complaint handling & escalation procedures in a timely manner. 4. Strictly adhere the laid down governance framework of the bank. Comply with the registered capacity as well as any conditions imposed by the HKMA and other regulatory bodies. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC. Requirements Minimum 5 years’ working experience with financial institutions, preferably with fund houses or previous capacity working as CRM, with strong knowledge of investment products. With solid experience in managing & coaching sales staff to achieve team performance University graduate, Business / Marketing Must be registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7 & 8; equivalent CFP and CFA designation would be an advantage Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. #J-18808-Ljbffr
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Hong Kong Island, Hong Kong SAR China DBS Full timeA leading Asian bank in Hong Kong is seeking a VP/AVP, Treasures Investment Counsellor. This role involves leading sales performance, developing strategies, and ensuring customer satisfaction while ensuring compliance with regulations. The ideal candidate must have at least 5 years of experience in financial institutions and strong knowledge of investment...
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Senior Treasures Investment Counsellor
2 days ago
Hong Kong Island, Hong Kong SAR China DBS Full timeA leading bank in Asia is seeking a VP/AVP, Treasures Investment Counsellor in Hong Kong. This role involves driving sales performance, coaching sales staff, and ensuring compliance with regulatory standards in investment selling. Candidates should have at least 5 years of experience in financial institutions with strong knowledge of investment products. The...
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VP/ AVP, Treasures Investment Counsellor
2 days ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeOverview VP/ AVP, Treasures Investment Counsellor (Licensed) – DBS Bank Responsibilities Investment Sales Management & Support Lead and drive sales performance of frontline sales to achieve overall sales and service targets Develop sales strategies and business plans for cluster branch(es) with DH and Branch Managers to optimise sales capacity and...
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VP/ AVP, Treasures Investment Counsellor
1 week ago
Hong Kong Island, Hong Kong SAR China DBS Full timeVP/ AVP, Treasures Investment Counsellor (Licensed B) 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...
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Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - VP, Treasures Private Client Investment Counsellor S) Job Description VP, Treasures Private Client Investment Counsellor - ( S ) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced...
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Hong Kong Island, Hong Kong SAR China DBS Full timeA leading financial institution based in Hong Kong seeks a VP, Treasures Private Client Investment Counsellor to provide investment strategies and advisory to high-net-worth clients. The ideal candidate will have a degree in finance or business along with a CFA certification and extensive experience in financial institutions. You will manage client...
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Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeVP, Treasures Private Clients Investment Counsellor S) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the...
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Hong Kong Island, Hong Kong SAR China DBS Bank Full timeJob Description - VP, Treasures Private Client Investment Counsellor S) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes...
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VP, Private Wealth Investment Strategist
1 week ago
Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeA premier financial institute in Hong Kong is looking for a VP, Treasures Private Clients Investment Counsellor. You will provide tailored investment strategies, lead discussions to enhance portfolio performance, and build long-term client relationships. The ideal candidate has a strong background in financial products and at least 6 years of experience in...
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Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeJob Description - AVP/VP, Treasures Private Client Relationship Manager ) AVP/VP, Treasures Private Client Relationship Manager - ) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment...
