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

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

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.