AVP, Financial Advisory Competency Specialist, Retail Banking, Consumer Banking Group

China, Beijing Branch; Singapore; On-site; SGD 110,000 - 170,000; Full time

Benefits offered by this job

Benefits package

Competitive salary

Job summary

DBS Bank is seeking a FAC specialist to empower new entrants with essential skills and knowledge for a seamless transition into the Wealth/Portfolio Management role. You will oversee onboarding, coaching, and performance improvement while promoting risk awareness and professional development.

The role emphasizes advisory techniques, leadership, and a strong analytical approach to enhance customer engagement and team performance within the COO Office/Business Management & Support structure.

Qualifications

• Experience in financial planning and coaching/management.
• Strong advisory techniques and processes.
• Analytical mindset to identify gaps and implement solutions.
• Flexibility to adapt coaching methods to suit individuals.
• Results-driven with track record of improving skills and performance.

Responsibilities

• Facilitate comprehensive orientation for new entrants to understand bank systems and processes.
• Oversee day-to-day operations of new entrants to meet activity targets.
• Utilize Data-Driven Operating Model to identify performance gaps and implement targeted training.
• Cultivate risk awareness, continuous learning and high performance among new entrants.
• Collaborate with Team Heads to ensure new entrants achieve desired performance standards.

Skills

Leadership

People management

Advisory techniques

Financial planning

Coaching

Analytical mindset

Time management

Organizational skills

Risk awareness

Education

CMFAS Mod 5

CMFAS Mod 8

CMFAS Mod 9

AFC

AFC/ CFP qualifications would be an added advantage

CLU

ChFC

CFA/ CFP qualifications would be an added advantage

Job description

Description - External

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.

Purpose

The FAC specialist plays a pivotal role in empowering new entrants(NE) with essential skills and knowledge, ensuring a seamless assimilation into the WPM role.

Responsibilities

• Facilitate comprehensive orientation for NEs, ensuring a thorough understanding of the bank's systems and processes to promote operational efficiency.
• Oversee the day-to-day operations of NEs, meticulously ensuring the attainment of prescribed activity levels in alignment with organisational standards.
• Utilize the Data-Driven Operating Model (DDOM) to identify performance gaps among NEs and implement targeted training programs focused on enhancing financial planning engagement strategies to effectively engage customers.
• Cultivate a culture of risk awareness, continuous learning, and high performance among NEs through strategic motivation, training initiatives, and the development of tailored onboarding programs.
• Collaborate with Team Heads to collectively ensure NEs achieve desired performance standards

Requirements

• Proven experience in financial planning related fields, preferably with coaching / management experience
• Strong understanding of advisory techniques, processes, and strategies.
• Analytical mindset to identify areas for improvement and implement solutions.
• Results-driven approach with a track record of improving skills and performance.
• Flexibility to adapt coaching methods to suit individual team members.
• Strong organizational and time management skills.
• 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 wealth planning managers
• Preferably with CMFAS Mod 5, 8, 9, CHI, BCP, PGI, AFP, AFC, CLU, ChFC, CFP qualifications would be an added advantage

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

Location: CBG SG Distribution Management

Job: COO Office/Business Mgt & Support

Schedule: Regular

Employee Status: Full time