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Investment Counsellor

6 - 11 yrs
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Not Disclosed by Recruiter Posted 29 days ago Job Applicants: 1222 Job Views: 2000+

Job Description

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    Job Purpose :

    The incumbent will be responsible for generating revenue and volumes from Investment product sales through the RM channel, as well as through self sourcing. The incumbent will support the team on prospecting, conversion of prospects and providing knowledge of the markets/industry and maintaining partner relationships in the region.

    Key Accountabilities :

    Achieve Volumes/Revenue targets for Investment products through self sourcing and the RM team
    Knowledge provider for investment products
    Ensure sales and compliance standards are adhered to in financial planning/asset allocation/product sales etc
    Support in all marketing and acquisition activities for the region
    Support Product team with ideation/implementation of new products
    Be a centre of excellence by providing knowledge on all investment products, financial planning etc

    Job Duties & responsibilities :

    Attend to customers queries on needs and use the relevant skills to probe and identify needs to provide appropriate solutions to customers.
    Responsible for meeting all sales and business targets assigned so as to ensure maximum contribution to the revenue of DBS Treasures.
    Attend/conduct all relevant training and briefings.
    Participate actively at meetings and discussion and contribute ideas on how products can be better packaged and sold to customers.
    Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.
    Work hand in hand with team members, Service Manager to ensure that all objectives of the team are met and there is team harmony and units

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Other


Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Please refer to the Job description above
Company Profile:


DBS - Living, Breathing Asia
DBS is a leading financial services group in Asia, with over 280 branches across 18 markets. Headquartered and listed in Singapore, DBS has a growing presence in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's capital position, as well as 'AA-' and 'Aa1' credit ratings, is among the highest in Asia-Pacific. DBS has been recognised for its leadership in the region, having been named “Asia’s Best Bank� by The Banker, a member of the Financial Times group, and “Best Bank in Asia-Pacific� by Global Finance. The bank has also been named “Safest Bank in Asia� by Global Finance for seven consecutive years from 2009 to 2015.

DBS provides a full range of services in consumer, SME and corporate banking activities across Asia. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets. These market insights and regional connectivity have helped to drive the bank’s growth as it sets out to be the Asian bank of choice. DBS is committed to building lasting relationships with customers, and positively impacting communities through supporting social enterprises, as it banks the Asian way. It has also established a SGD 50 million foundation to strengthen its corporate social responsibility efforts in Singapore and across Asia.

With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities. The bank acknowledges the passion, commitment and can-do spirit in all of our 21,000 staff, representing over 40 nationalities. For more information, please visit
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