Strategic Investment Advisor
1 week ago
We are seeking a highly skilled and experienced Investment Sales Lead to join our team at DBS Bank. As a key member of our Consumer Banking Group, you will play a critical role in driving sales performance and developing strategies to achieve overall sales and service targets.
About the RoleAs an Investment Sales Lead, you will be responsible for leading and driving sales performance of frontline sales teams. You will work closely with Department Heads and Branch Managers to develop sales strategies and business plans for cluster branches. Your primary focus will be on optimising sales capacity and effectiveness, as well as conducting regular coaching, training, and market/product briefings to enhance the functional competencies and professionalism of sales staff when interacting with customers.
Responsibilities- Lead and drive sales performance of frontline sales teams to achieve overall sales and service targets.
- Develop sales strategies and business plans for cluster branches with Department Heads and Branch Managers to optimise sales capacity and effectiveness.
- Conduct regular coaching, training, and market/product briefings to sales staff to enhance their functional competencies and professionalism when interacting with customers.
- Develop or source sales materials/scripts for sales staff to ensure consistency in information flow and enhance sales efficiency.
- Provide professional support and advice to both sales staff and customers through joint sales calls and regular portfolio reviews.
- Perform regulated activities, Type 1 & 4 specified under the Securities & Futures Ordinance.
- Support branch(es) in providing superior service to investment customers according to the Bank's required service standards.
- Resolve complex enquiries and complaints.
- Provide regular and timely feedback to product taskforce teams on customer acceptability of new investment products, services and sales issues.
- Participate in product development and process improvement projects & activities assigned.
- Audit and Compliance Control: Ensure full compliance with external regulatory codes and guidelines, ordinances and internal compliance policies, standards, guidelines & procedures related to investment selling and advisory.
- Improve control and compliance quality on investment selling and operation through leadership, education, ongoing monitoring and effective remedial actions.
- Assist branch(es) in investigating and handling investment complaints according to the Bank's complaint handling and escalation procedures in a timely manner.
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Investment Advisor
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