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

DBS Bank Limited; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

DBS Bank Limited, a leading bank in Asia, seeks a talented individual to lead and coach a team of wealth planning managers. This role involves ensuring high levels of customer engagement through effective financial planning and compliance with regulatory standards. Ideal candidates will have a strong background in financial advisory and team management, along with relevant certifications to enhance service delivery.

Benefits

Competitive salary and benefits package

Dynamic work environment that supports development

Qualifications

• At least 5 years' experience in financial services, preferably with advisory management.
• Good understanding of financial products, wealth management, and banking operations.
• Preferably certified with CMFAS Mod 5, 8, 9, CHI, AFP, AFC, CLU, ChFC, CFP.

Responsibilities

• Hiring and coaching a team of wealth planning managers.
• Ensuring compliance with regulatory requirements and internal policies.
• Acting as a single point of accountability for team performance and customer satisfaction.

Skills

Leadership

Interpersonal Skills

People Management

Financial Planning

Wealth Management

Education

Degree in Finance or related field

Tools

Financial Modeling

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 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

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.

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