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

目前徵才區域：新竹、台南(需跑嘉義)

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投資顧問為豐盛理財中的專業角色，與客戶關係經理緊密合作，善用強大的投資研究與產品團隊所提供的即時市場觀點（House View）與投資組合建議，運用最新資訊與數據，為客戶制定最佳投資策略。職責涵蓋協助舉辦理財說明會、進行市場分析與每日報告、提供理專即時資訊與教育訓練（含市場與產品）、與分行主管合作進行客戶分析與投資規劃建議，並以策略專業提升分行績效與理專生產力。

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Job Purpose:

As an Investment Consultant, you will serve as a crucial internal expert and strategic partner, empowering our 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 TRMs 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.

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Key Roles and Responsibilities

• Expert Advisory & Market Insights:
  • Conduct daily market analysis, prepare comprehensive reports, and provide timely market insights to Treasures Relationship Managers (TRMs) 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.
• Training & Capability Development:
  • Develop and deliver comprehensive training programs for TRMs 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 TRMs in client calls to understand customer needs, provide expert investment advice, and help fulfill client investment requirements.
  • Promote and educate TRMs and clients on the DBS-Morning Star asset allocation model.
  • Develop strategies to assist TRMs in acquiring new customers and increasing assets under management (AUM).
  • Responsible for gathering feedback on voice-of-customer and requirements, relaying them to the IP&A research team and product teams for continuous improvement.

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Our Ideal Candidates

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 5 years’ experience in investment advisory, wealth management sales supervision, financial planning, or channel sales within a fund house.
• Proven track record in providing investment support and training to sales
• In-depth knowledge of financial markets, investment products, and wealth management principles, with a focus on strategic application.
• Excellent communication, presentation, and interpersonal skills, with the ability to articulate complex financial concepts clearly and effectively to diverse audiences (both internal sales teams and external clients).
• Strong analytical skills for market analysis and customer segmentation.
• Proactive and collaborative approach, with a strong commitment to supporting sales team success.
• Ability to work independently and as part of a cross-functional team in a dynamic environment.

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Required Certifications

• 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

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