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Key Role Responsibilities
l IC play the role as the speaker for the small client seminar held at each branch.
l To distribute the market outlook and asset allocation model related knowledge to our existing customers as well prospectors.
l IC should be the trainer of sales people and help on solving all kind of market/product relevant inquiries from sales people.
l Refine the sales trainings via morning update and informal communications with sales people.
l 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.
l IC should join call with TRMs to know the customers needs, advice suitable product and fulfill customer needs.
l Help in writing the market outlook/product related materials for the purpose of sales training and role plays.
l Help to promote and educate the DBS-Morning Star asset allocation model to TRMs and clients.
l Responsible for the feedback of voice and requirements to CIIP research team and product teams.
l Develop strategies to help TRM to acquire new customers and to acquire new money.
Qualification
l Fund House Channel Sales
l
Primary Location
Taiwan
Job
Product Sales
Job Posting
Aug 4, 2025, 7:49:15 AM
