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

DBS Bank Ltd; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

DBS Bank Ltd is seeking a senior Wealth Planning Manager to lead and develop a team of wealth planning managers in Singapore. This role focuses on driving customer engagement through holistic financial planning and a needs-based advisory approach in line with FA Act and regulatory standards.

You will be accountable for team performance, quality of service, and customer satisfaction, while fostering a high-performance culture and effective resource utilization.

Qualifications

• A degree in a relevant field and strong track record in financial advisory business management.
• Solid understanding of financial planning, wealth management products and banking operations.
• CMFAS qualifications are advantageous.

Responsibilities

• Hire, sk illing and coach a team of wealth planning managers to drive customer engagement through holistic financial planning.
• Ensure needs-based approach and compliance with FA Act and regulatory requirements and policies.
• Act as a single point of accountability for the team, driving business performance, quality and customer satisfaction.
• Create a high performance culture by effectively using resources and developing team members.

Skills

Leadership

People management

Relationship management

Coaching

Communication

Education

Bachelor's degree

CMFAS Mod 5/8/9; CHI; AFP; AFC; CLU; ChFC; CFP

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 activities 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 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

Location:

DBS MBFC Branch

Job:

Relationship Management

Schedule:

Regular