AVP/Associate, Investment Consultant, Investment Product & Advisory, Consumer Banking Group

投資顧問團隊是財富管理團隊的專家角色。主要工作職責包含：

協助分行舉辦理財說明會、進行每日市場分析與報告，提供即時的資訊給理專。需給予教育訓練，協助理專提升專業，包含: 市場/ 產品等。與分行經理及業務主管合作，進行顧客分析並提供合適的投資理財規劃諮詢，符合客戶需求。提供策略面的專業，協助分行提升分行績效與理專生產力。

Key Role Responsibilities

l IC play the role as the speaker for the small client seminar held at each branch.

l To distribute the market outlook and asset allocation model related knowledge to our existing customers as well prospectors.

l IC should be the trainer of sales people and help on solving all kind of market/product relevant inquiries from sales people.

l Refine the sales trainings via morning update and informal communications with sales people.

l Co-work with BBM and sales lead on the analysis of customer composition, and help BBM/sales lead and sales to develop suitable product/pricing strategy to service the customers at the branch level.

l IC should join call with TRMs to know the customers needs, advice suitable product and fulfill customer needs.

l Help in writing the market outlook/product related materials for the purpose of sales training and role plays.

l Help to promote and educate the DBS-Morning Star asset allocation model to TRMs and clients.

l Responsible for the feedback of voice and requirements to CIIP research team and product teams.

l Develop strategies to help TRM to acquire new customers and to acquire new money.

Qualification

l 具有投資輔銷、理財主管、理財專員或 Fund House Channel Sales 經驗

l 具備投資理財專業資格

(1) 金融市場常識與職業道德

(2) 投信投顧相關法規（含自律規範）

(3) 信託業業務人員信託業務專業測驗

(4) 衍生性金融商品銷售人員 或 結構型商品銷售人員資格

Location:

Honhui A-12F

Job:

Product Sales

Schedule:

Regular

Employee Status: