Senior Manager/AVP, Unit Trusts

DBS Bank Limited
Hong Kong, Hong Kong
Oct 17, 2019
Oct 31, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.


• Business Development & Channel Management: to assist on planning and managing various UT investment initiatives and projects
• Product: work independently with local and regional team to drive & coordinate with our fund partners on general product launch & revamp to enrich the products on platform
• Sales Support & Process: ensure campaigns launch with a smooth end-to-end process & proper compliance to both internal / external monitors; design standalone sales incentive schemes to boost the sales momentum; develop & arrange sales aids, training materials & briefings to frontlines.
• Control & Compliance: coordinate & prepare timely report on operational risk & compliance control issues to internal / external monitors; ensure implementation of proper action plans; obtain satisfactory audit & compliance assurance review results for UT business
• Digital Channels: drive and support development of programs to generate more UT business through digital channels for achieving business strategies
• Marketing: plan & implement marketing campaigns for customer & staff; design tactical / booster programs to achieve the business KPI and coordinate the product bundling offers for segments
• Administrative Support: Prepare and complete administrative works, including preparing MIS reports, A&P accrual, Campaign fulfilment and etc.


• Meet sales revenue targets of UT through execution of business plan strategies
• Develop and promote the responsible products to achieve budget sales targets while ensuring full compliance with internal guidelines and regulatory requirements
• Coordinate with fund houses, internal departments (branches & operations) and external suppliers/vendors to ensure smooth and quality execution of marketing programs
• Enhance digital capability to promote the products
• Streamline products' operation flow to increase sales efficiency and reduce cost
• Ensure compliance standards of own self


• Bachelor degree in Finance/Economics/ Business Administration preferred
• 5 - 7 years working experience in banking industry, with good understanding of Investment Products, preferably Unit Trust. Candidate with less experience will be considered for Senior Associate.
• Candidates who have passed Levels 1, 2 or 3 of CFA would be preferred.
• Good organization and project management skill
• Creative and independent
• Good interpersonal skills

• Strong analytical skills

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

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