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.
透過三大策略「Be the Best,Be the Change,Be the Difference」,提供員工多元化的職涯發展機會,同時確保具競爭力的薪資與福利,創造員工、企業及社會的三贏。除此之外,也致力打造更加健康、幸福的職場環境,全面照顧員工的身心健康、財務規劃、職涯發展以及人際關係,落實多元、平等與共融的企業文化,提升人才永續競爭力。