Treasures Investment Counsellor
DBS Bank
Queen's Road Central, Hong Kong, China

Lead and drive collective performance of frontline sales to meet overall business outcomes assigned for investment products

Develop portfolio strategies and business plans with District Heads and Branch Managers to optimise sales capacity and effectiveness

Deliver CIO market updates and house views on timely basis and provideclear tactical strategy leveraging on CIO and T&M views to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers

Provide professional support and service to sales staff and customers on regular portfolio review for customers with sales staff.

Conduct direct customer follow up in accordance to our CBG contact strategy

Manage assigned portfolio across branches to resolve complex enquiries and complaints

Provide regular and timely feedback to product taskforce team on customer acceptability on new investment products, services and sales issue

  • Compliancewith physical and information security standards
  • Other project or initiatives assigned by line manage

    ChinaProduct SalesRegularFull-timeOct 31, 2019, 12 : 36 : 27 AM

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