AVP, Financial Advisory & New Entrant Coaching Lead

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

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.