Head of Financial Planning Advisory (VP/AVP)

DBS; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading bank in Asia is seeking a team leader for wealth planning managers. The role involves coaching and driving customer engagement in financial planning. Candidates should have at least 5 years of experience in the financial services industry and strong leadership skills. This position offers a competitive salary along with benefits in a dynamic working environment that supports professional development.

Benefits

Competitive salary

Dynamic environment

Qualifications

• At least 5 years of experience in the financial services industry.
• Strong understanding of wealth management products and banking operations.
• Experience in developing relationship managers.

Responsibilities

• Hire and coach a team of wealth planning managers.
• Ensure compliance with FA Act and regulatory requirements.
• Accountable for overall business performance and customer satisfaction.

Skills

Leadership

Interpersonal skills

Financial planning

People management

Education

Good degree

CMFAS Mod 5, 8, 9

AFP, AFC, CLU, ChFC, CFP

Job description

A leading bank in Asia is seeking a team leader for wealth planning managers. The role involves coaching and driving customer engagement in financial planning. Candidates should have at least 5 years of experience in the financial services industry and strong leadership skills. This position offers a competitive salary along with benefits in a dynamic working environment that supports professional development.