Executive Director, Team Lead, Advisory Solutions for Financial Planning & Wealth Management, C[...]

DBS Bank Limited; Singapore; On-site; SGD 180,000 - 250,000; Full time

Job summary

A leading bank in Asia is seeking an Executive Director to lead advisory solutions for Financial Planning and Wealth Management. The role involves strategic development, team management, and innovation in wealth management platforms, ensuring a cohesive user experience across all client segments.

Qualifications

• 15+ years in platform/technology leadership roles focused on wealth management.
• Strong understanding of wealth management advisory and products.

Responsibilities

• Lead design and implementation of advisory solutions for Wealth Management clients.
• Champion user-centric design for seamless advisor and client experience.

Skills

Stakeholder Management

Communication

Problem-Solving

Analytical Skills

Team Leadership

Tools

Cloud Computing

APIs

Data Analytics

Job description

Executive Director, Team Lead, Advisory Solutions for Financial Planning & Wealth Management, Consumer Banking Group

Executive Director, Team Lead, Advisory Solutions for Financial Planning & Wealth Management, Consumer Banking Group

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.

Key Responsibilities:

• Lead the design, development and implementation of advisory solutions for Financial Planning and Wealth Management clients across all channels and the Wealth Continuum (Retail to Affluent to UHNW) regionally.
• Platform Strategy & Roadmap: As a core member of the Wealth Platform, define and execute the strategic roadmap, aligning with business objectives and technological advancements across different client segments.
• Collaboration & Integration: Work closely with internal stakeholders (product, advisory, technology, data) to integrate the Wealth Platform seamlessly with other systems and tools, ensuring a cohesive experience across all wealth segments.
• User Experience Focus: Champion a user-centric design approach, ensuring the platform delivers a seamless and intuitive experience for advisors and clients across different wealth levels and needs.
• Innovation & Enhancements: Drive continuous improvement and innovation within the platform, exploring and implementing new features and functionalities to enhance advisory capabilities across retail, treasury, and private banking.
• Team Management: Lead and mentor a team of professionals across different team and subject matter expertise, while fostering a culture of collaboration, innovation, and high performance.
• Vendor Management: Include selection of potential vendors and partners, ensuring effective collaboration and delivery.

Key Requirements:

• 15+ years of experience in platform and/or technology leadership roles, as part of business teams, with a focus on wealth management platforms or similar financial technology solutions.
• Strong understanding of the full spectrum of wealth management advisory and products capabilities from retail banking through to treasury and private banking platforms.
• Experience in platform architecture, development, and integration.
• Proficiency in relevant technologies (e.g., cloud computing, APIs, data analytics).
• Strong knowledge and breadth of understanding of the external landscape of wealth booking systems and competitive platforms.
• Excellent stakeholder management and communication skills
• Proven ability to lead and motivate teams.
• Strong problem-solving and analytical skills.
• Ability to work effectively in a cross-functional and agile environment.

Key Success Factors:

• Successful delivery of platform enhancements and new features within budget and on time.
• High platform adoption rate by advisors and clients, leading to increased efficiency and client satisfaction.
• Effective management of vendor relationships, ensuring cost-effectiveness and high-quality deliverables.
• Continuous innovation and improvement of the Wealth Platform, keeping it at the forefront of industry best practices

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