Treasures Investment Lead

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

As a seasoned professional, you will lead the sales performance of frontline sales staff to achieve overall sales and service targets assigned by DBS Consumer Banking Group. Your role involves developing sales strategies and business plans for cluster branches with senior leaders and branch managers to optimise sales capacity and effectiveness.

Sales Excellence

  • Conduct regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in 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 review for customers with sales staff.

Customer Experience Management

  • Support branches to provide superior service to investment customers in accordance with 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.

Audit and Compliance Control

  • Ensure full compliance with external regulatory codes & guidelines, ordinance & 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 & effective remedial actions.
  • Assist branches to investigate and handle investment complaints according to the Bank's complaint handling & escalation procedures in a timely manner.


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