VP/AVP, Team Head, Financial Planning Advisory, Consumer Banking Group

300005 Chief Executive's Office_00002555; Singapore; On-site; SGD 80,000 - 110,000; Full time

Job summary

A leading financial institution in Singapore seeks a Wealth Management Manager to lead a team of wealth planning managers. The role involves ensuring compliance with regulations and driving customer engagement through financial planning. Applicants should have over 5 years' experience in the financial services industry and a strong understanding of wealth management products and operations. This position offers a competitive salary and a benefits package in a dynamic and supportive environment.

Benefits

Competitive salary

Benefits package

Professional development opportunities

Qualifications

• 5+ years in the financial services industry, ideally in financial advisory.
• Understanding of wealth management products and banking operations.
• Knowledge of financial costing including P&L management.

Responsibilities

• Hire and coach wealth planning managers for customer engagement.
• Ensure compliance with regulations and internal policies.
• Accountability for team performance and customer satisfaction.
• Create a high performance culture through team development.

Skills

Leadership skills

Interpersonal skills

Financial planning knowledge

Wealth management expertise

Education

Relevant degree

Job description

Job Description

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.

Responsibilities:

• Responsible for hiring, skilling and coaching a team of wealth planning managers to actively drive customer engagement activites focusing on holistic financial planning.
• Ensure needs-based approach, comply with FA Act, Fair Dealing and adhere to both internal and external regulatory requirements and policies.
• Act as a single point of accountability for the assigned team and responsible for the overall business performance, business quality and customer satisfaction.
• Ensure effective use of resources; create a high performance culture through motivation, training, development of the team members.

Requirements:

• A good degree with at least 5 years' experience in the financial services industry, preferably with a good track record in financial advisory businessmanagement
• 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

Apply Now

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