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VP / AVP, Team Head - Financial Planning Advisory, Consumer Banking Group

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This job is leading a team in financial planning at a top bank. You might like this job because you get to shape how customers achieve their financial dreams while coaching and developing a great team. Prior experience in finance is needed!

Undisclosed

Singapore, Central

Job Description

 

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.

Responsibilities:

  • Responsible for hiring, skilling and coaching a team of wealth planning managers to actively drive customer engagement activites focusing on holistic financial planning.
  • Ensure needs-based approach, comply with FA Act, Fair Dealing and adhere to both internal and external regulatory requirements and policies.
  • Act as a single point of accountability for the assigned team and responsible for the overall business performance, business quality and customer satisfaction.
  • Ensure effective use of resources; create a high performance culture through motivation, training, development of the team members. 

Requirements:

  • A good degree with at least 5 years' experience in the financial services industry, preferably with a good track record in financial advisory business management
  • Sound understanding of financial planning, wealth management products as well as banking operations
  • Good knowledge of financial costing, including P&L management, and business marketing strategies and techniques
  • Strong leadership, interpersonal and people management skills with the ability to relate and manage all levels of staff and has relevant experience in development of high-performing relationship managers
  • Preferably with CMFAS Mod 5, 8, 9, CHI, AFP, AFC, CLU, ChFC, CFP qualifications would be an added advantage

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.

 


Job Requirements


Company Benefits

Comprehensive Medical Benefits

We provide a variety of medical coverage for our employees.

Low Interest Rate Loans

We give low interest rates for our employees!

FlexiBenefits

We provide FlexiBenefits for our employees to ensure their work-life balance!


Additional Info

Experience Level

0 - 10 Years of Experience

Job Specialisation


Company Profile

DBS Bank-logo-image

DBS Bank

OUR ROOTS AS A DIFFERENT KIND OF BANK Born with a mission unlike any other, we were founded with a unique purpose to help develop a young nation. Since then, we've grown alongside Singapore to become Best Bank in the World. Be it our successes or war stories, the untold moments or widely-celebrated ones, or the bonds we've built within and beyond our bank — here, we aim to preserve these memories that capture who we...
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