Head of Wealth Planning & Advisory

China, Beijing Branch; Singapore; Vor Ort; SGD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Competitive salary and benefits

Zusammenfassung

DBS Bank MBFC Branch seeks a seasoned Relationship Management leader to hire, coach, and drive a wealth planning team focused on holistic financial planning and client engagement in Singapore.

You will ensure adherence to FA Act and regulatory standards while managing team performance, customer satisfaction, and resource use. CMFAS qualifications are advantageous and a strong track record in financial advisory is preferred.

Qualifikationen

• 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

Aufgaben

• Hiring, skilling and coaching a team of wealth planning managers to drive customer engagement via holistic financial planning.
• Ensure needs-based approach, comply with FA Act and regulatory requirements and policies.
• Act as a single point of accountability for the assigned team and monitor business performance and customer satisfaction.
• Optimize resources and foster high performance through training and development of team members.

Kenntnisse

Leadership

Team management

Coaching

Wealth planning

Financial advisory

P&L management

Regulatory compliance

Relationship management

Staff development

Communication

Ausbildung

Bachelor's degree

CMFAS Mod 5/8/9

CHFI/AFP/AFC/CLU/ChFC/CFP (advantage)

Jobbeschreibung

DBS Bank MBFC Branch seeks a seasoned Relationship Management leader to hire, coach, and drive a wealth planning team focused on holistic financial planning and client engagement in Singapore.

You will ensure adherence to FA Act and regulatory standards while managing team performance, customer satisfaction, and resource use. CMFAS qualifications are advantageous and a strong track record in financial advisory is preferred.