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DBS Bank (Hong Kong) Limited

Treasures Investment Counsellor

Hong KongFinance

About the role

FinEx AI summary

Leads and supports frontline investment sales to meet targets, developing sales strategies and coaching branch staff. Provides advisory support to sales staff and customers, resolves complex enquiries, and feeds back on product acceptability. Ensures compliance with regulatory and audit requirements, including SFO Type 1 and 4 regulated activities.

Core skills

Investment SalesSales StrategyCoachingTrainingCustomer Relationship ManagementComplaint Resolution

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