AVP, Treasures Investment Counsellor

Posted 20 Days Ago
Be an Early Applicant
Branch, MN, USA
In-Office
Mid level
Fintech • Information Technology • Software • Financial Services
The Role
Support relationship managers and branches to grow bonds and unit trust (UT) sales by generating new-to-product clients, reactivating inactive clients, conducting client visits/conferences, meeting branch investment revenue targets, applying data analytics for market approaches, and working collaboratively with branch teams.
Summary Generated by Built In

Business Function

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:

- Supporting RM/Branches for Bonds & UT Business

- Collaborate with RM to generate NTP (NewToProduct) especially for Bonds & UT

- do Reactivation for clients who inactive especially for Bonds & UT

- Generating revenue as the goals to meet Investment budget each Branches support related

- Client visit or Client Conference with RM for Updating and/or increase Bonds & UT business

- Able to provide Analytics and How to use data

- Able to Create Analysis approaches to Market related to support Bonds & UT business

- Able to Manage and work in Team together with Branches supported related


Requirements:

- Have an exposure on selling investment products

- Sales driven and result oriented.

- Market knowledge.

- Has minimum of 3 years of experience

- Degree from a reputable local university or overseas with major in Business.

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Location:

Surabaya Branch

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time

Skills Required

  • Exposure to selling investment products (bonds and unit trusts)
  • Sales-driven and result oriented
  • Market knowledge (investment markets)
  • Minimum of 3 years of experience
  • Degree in Business from a reputable university
  • Ability to provide analytics and use data
  • Ability to create market analysis approaches to support bonds & UT business
  • Ability to manage and work collaboratively with branch teams
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The Company
41,000 Employees
Year Founded: 1968

What We Do

DBS Bank is a leading financial services group in Asia, headquartered in Singapore. It provides a full range of consumer, SME, and corporate banking services. The bank is recognized for its digital innovation, having been named 'World's Best Digital Bank' and 'World's Best Bank' by various publications. It also operates the DBS Foundation, which supports social enterprises and community initiatives, reflecting its commitment to creating impact beyond traditional banking.

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