Assistant Vice President, Investment Counsellor, Consumer Banking Group

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Job Purpose:

A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. The role incumbent will help the RM’s and coach on various investment products available in the bank. The role incumbent will review the client’s investment portfolios and update them on regular intervals. The incumbent will maintain client engagement on all investment discussions and assist in fulfilment of investment requirements.

Key Accountabilities :

• Ownership of the Investments target of the Region / Area they are mapped to Increase of Mutual Fund AUM for the mapped Area.

• Impart effective training on new product launch / refresher training on investment, alternate and Forex, AML and other mandatory trainings and keep the record of attendance to comply with internal and regulatory guidelines.

• Ensure sustainable trail income for the Bank through driving the Mutual Volumes while driving activation of team members for Investment and Forex products.

• Provide feedback from market and customers to Central Investment Product team for continuous improvement / ideation for new product and processes.

• Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst front line team members and Unit Heads.

• Always ensure customer-centricity, adherence to fair dealing norms and compliance to internal and regulatory guidelines.