Job Purpose: As an Investment Consultant, you will serve as a crucial internal expert and strategic partner, empowering our Consumer Banking Treasures Relationship Managers (TRMs) and branches to deliver superior wealth management advice and solutions. You will be responsible for providing in-depth market insights, product knowledge, and strategic guidance, directly supporting RMs in client engagement, acquisition, and portfolio management. Your role is vital in elevating the professional capabilities of our sales force and driving the overall investment performance of the consumer banking segment.
Responsibilities: •Conduct daily market analysis, prepare comprehensive reports, and provide timely market insights to Relationship Managers (RMs) and branches. •Act as the primary subject matter expert for investment products and market trends, addressing inquiries from the sales force. •Collaborate with Branch Business Managers (BBMs) and sales leads to analyze customer demographics and develop suitable product and pricing strategies at the branch level. •Provide strategic advice to branches to enhance their performance and improve RM productivity in investment sales. •Develop and deliver comprehensive training programs for RMs on market outlooks, asset allocation models, investment products, and sales strategies. •Organize and speak at small client seminars held at branches, disseminating market outlooks and asset allocation knowledge to existing and prospective customers. •Refine sales trainings through regular morning updates and informal communications with the sales team, ensuring continuous learning and skill enhancement. •Prepare market outlook and product-related materials for sales training sessions and role-playing exercises.
Sales Enablement & Support: •Join RMs in client calls to understand customer needs, provide expert investment advice, and help fulfill client investment requirements. •Promote and educate RMs and clients on the DBS-Morning Star asset allocation model. •Develop strategies to assist RMs in acquiring new customers and increasing assets under management (AUM). •Responsible for gathering feedback on voice-of-customer and requirements, relaying them to the research team and product teams for continuous improvement.
1.具備投資理財專業知識2.具有投資輔銷經驗或理財主管、理財專員經驗3.主動積極抗壓4.必備證照: 金融市場常識與職業道德, 投信投顧相關法規(含自律規範), 信託業業務人員信託業務專業測驗, 衍生性金融商品銷售人員Requirements:• Minimum of 5 years of related experience in WM sale enablement, WM supervision, financial planning, or as a Channel Sales professional within a Fund House.• Proven track record in providing investment support and training to sales teams.• Required financial industry certifications in Taiwan:金融市場常識與職業道德 投信投顧相關法規（含自律規範信託業業務人員信託業務專業測驗衍生性金融商品銷售人員 或 結構型商品銷售人員資格
我要應徵
社群服務人員（兼職／正職）
【保險業務人員-中階主管】(可兼職~全職)
