投資顧問 Investment Consultant, IP&A, CBG (北區/中區/南區)

★星展銀行誠徵投資顧問★ 投資顧問是豐盛理財客戶關係經理與投資理財客戶的最佳夥伴，是豐盛理財的專家角色之一。我們有最強勁的投資理財研究與產品專家團隊，及時提供最新的 House View 與合適的投資產品組合，讓投資顧問團隊能每日能使用最新的資訊與數據，搭配分行豐盛客戶關係經理，提供豐盛理財客戶最能獲利的投資策略與規劃。 星展銀行是亞洲最安全銀行、台灣規模最大的國際型銀行。我們有最完善的薪酬制度與職工福利。歡迎各家金融機構的投資輔銷、資深理財專員轉戰！ 【主要工作職責】 ● 協助分行舉辦理財說明會、進行每日市場分析與報告，提供即時的資訊給理專。 ● 需給予教育訓練，協助理專提升專業，包含：市場、產品等。 ● 與分行經理及業務主管合作，進行顧客分析並提供合適的投資理財規劃諮詢，符合客戶需求。 ● 提供策略面的專業，協助分行提升分行績效與理專生產力。 Job Responsibilities: - IC play the role as the speaker for the small client seminar held at each branch. - To distribute the market outlook and asset allocation model related knowledge to our existing customers as well prospectors. - IC should be the trainer of sales people and help on solving all kind of market/product relevant inquiries from sales people. - Refine the sales trainings via morning update and informal communications with sales people. - Co-work with BBM and sales lead on the analysis of customer composition, and help BBM/sales lead and sales to develop suitable product/pricing strategy to service the customers at the branch level. - IC should join call with TRMs to know the customers needs, advice suitable product and fulfill customer needs. - Help in writing the market outlook/product related materials for the purpose of sales training and role plays. - Help to promote and educate the DBS-Morning Star asset allocation model to TRMs and clients. - Responsible for the feedback of voice and requirements to CIIP research team and product teams. - Develop strategies to help TRM to acquire new customers and to acquire new money.