Treasury Specialist 外匯投資顧問 (南區)

DBS Bank

DBS Bank work environment photoDBS Bank work environment photoDBS Bank work environment photoDBS Bank work environment photo

Job Description

  1. Provide advisory services on treasury products to Treasures clients to achieve clients and financial objectives.
  2. Drive and grow the DCI business through an effective sales management model.
  3. Coach, train and lead sales team (BMs and TRMs) to promote DCI, fulfilling internal and external regulatory requirement.
  4. Maintain high standard of staff competence to promote DCI.
  5. Lead and support sales team to deliver the set revenue target.
  6. Support partnering RMs by providing treasury advice, analysis and updates pertaining to FX currency market.
  7. Perform joint sales call / appointment with RMs when required
  8. Coach and mentor new TRMs in treasury products and market knowledge to help them achieve their sales goals.
  9. Assist in treasury product development by providing feedback on clients' preferences and needs as well as contributing ideas on how products can be better packaged and retailed to clients.1
  10. Attend all relevant training and briefings.

Requirements

1. Bachelor degree with good English communication skills;
2. Proficient in English and Chinese; proficient bilingual written communication capabilities
3. At least 3 years relevant experiences in treasury products to include dual-currency investment, bonds, equity-linked notes, margin trading and currency accumulator.
4. A strong FX and Treasury market knowledge and sales experiences are necessary.
5. Strong strategic planning skills and be able to drive initiative to grow business volume
6. Possesses leadership abilities as well as team working skills
7. Strong managerial skills, experience in motivating, coaching and managing staff
8. Capable to present and liaise with management
9. Good understanding of rules and regulations relevant to sales and operations of FX products in Taiwan
10. 需具備以下四張財富管理證照,信託業務人員、投信投顧相關法規、結構型商品銷售人員資格、金融市場常識與職業道德測驗

Salary

40K+ TWD/month

Location

台灣

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DBS Bank

台北市信義區松仁路

About us

DBS, a leading financial services group headquartered in Singapore, operates across 18 markets. We are an Asia-centric commercial bank focused on harnessing the region’s long-term potential as the centre of economic gravity shifts eastwards to Asia.

A frontrunner in digital transformation, we seek to deliver a new kind of banking that is so simple, seamless and invisible, that customers have more time to spend on the people or things they care about.

At DBS, we are also a strong advocate of building a sustainable future. Working with partners, we empower people to live larger than themselves. We create avenues that encourage our customers to live socially-conscious; establish platforms to help social entrepreneurs bring their ideas to life; and provide the next generation with opportunities to develop innovative solutions that address sustainability issues.

We are distinct from local lenders or global players. As an Asian specialist and a leader in digital transformation, we have the reach and sophistication to outcompete local lenders, and deep Asian insights that distinguish us from global competitors. We seek to intermediate trade and investment flows between Asia’s three key axes of growth – Southeast Asia, Greater China and South Asia – as well as participate in Asia’s growing affluence. Our key franchises are in Singapore, Hong Kong, China, Taiwan, India and Indonesia.

In Singapore, we are a universal bank serving all customer segments, including the mass market through the DBS and POSB, also known as the “People’s Bank”. In our other markets, we focus on three lines of business:

- Corporate banking
- SME banking
- Wealth management

--
《 關於星展集團 》
星展集團是亞洲最大的金融服務集團之一,業務遍及18個市場。總部設於新加坡並於當地上市的星展集團,積極開拓亞洲三大成長區域,即大中華、東南亞和南亞地區。星展集團資本充裕,所取得的AA-和Aa1信貸等級為全球銀行業最高評級。

星展銀行於全球金融業的領導地位亦屢獲肯定,接連獲得《歐元雜誌》、《環球金融雜誌》以及《銀行家雜誌》評選為「全球最佳銀行」,成為全球首家在一年內,獲得三大國際權威刊物一致譽為「全球最佳銀行」的銀行。星展銀行作為數位金融的創新先驅,率先以數位科技形塑未來銀行的營運模式,榮獲《歐元雜誌》二度評選為「全球最佳數位銀行」。此外,星展銀行於2009至2019年連續11年被《環球金融雜誌》評選為「亞洲最安全銀行」。

星展集團致力於與客戶建立長久的夥伴關係,以及透過支持社會企業來發揮社區正面影響力,落實亞洲式銀行服務。星展同時設立新幣5千萬基金會來進一步落實在亞洲地區的企業社會責任。

星展集團於2018年邁入50周年,宣告全新品牌承諾「生活隨興,星展隨行」問世,星展集團相信在數位時代下,銀行服務必須簡單、便捷並且融入生活,協助客戶將更多時間專注在真正所愛的人事物。

《 關於星展銀行(台灣) 》
星展集團於 1983 年進入台灣市場,透過持續推出多元產品與服務,擴大在台業務與客戶規模,展現深耕台灣市場的決心。2008 年,星展集團收購寶華銀行的良好資產,有效擴大在台營運規模,此次投資有助於星展銀行落實大中華市場的發展策略,強化星展集團在亞洲金融市場及財富管理業務的領導地位。

星展集團在台子行 - 星展銀行(台灣)於2012年1月1日正式營運,具體展現星展集團對台灣這塊市場的長期承諾。星展銀行(台灣)於2017年12月完成原澳盛銀行於台灣個人金融及財富管理業務移轉,進一步強化星展銀行在台灣消費金融市場的領先優勢,貫徹持續服務台灣市場的承諾。

《 公司訊息 》
• 星展集團深耕亞洲,業務遍及18個市場,台灣為其六大核心重點市場之一
• 星展銀行於1983年進入台灣市場
• 星展銀行於台灣擁有40家分行;且一半的分行據點坐落在大台北地區
• 星展台灣擁有近2,500位員工

《 發展重點 》
• 在2008年收購寶華銀行良好資產;為第一個新加坡銀行在台灣的大型投資。併購後隨即在2009年創造盈餘,較原先規劃提早一年
• 2010年9月,星展整合資訊作業及後勤部門至內湖科學園區的Taipei Hub,以提供客戶更便捷及優質的服務
• 2011年4月,星展在台北市信義區打造星展台灣總部,展現深耕台灣市場決心
• 2012年1月,星展銀行在台子行-星展銀行(台灣)正式營運
• 2014年,在台灣領先業界舉辦「洞悉亞洲高峰會」,邀請客戶一同深度了解亞洲最新動態
• 2015年,台灣舉辦首屆「星展台灣黑客松」,以創新的方式發想出金融解決方案
• 2017年,星展銀行(台灣)完成收購原澳盛銀行(台灣)個人金融與財富管理業務移轉
• 2018年,星展銀行(台灣)推出「星展豐盛私人客戶」服務,正式跨足高階財富管理市場
• 2019年7月,星展銀行(台灣)透過發行普通股方式,增資新台幣22億5千萬元,增資後總資本額達新台幣322.5億元,資金結構更為穩健

欲查詢更多訊息,請搜尋星展銀行(台灣)官網: www.dbs.com.tw

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