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

DBS Bank Limited; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic VP/AVP to lead a team in financial planning advisory. In this pivotal role, you will drive customer engagement through holistic financial planning, ensuring compliance with regulations while fostering a high-performance culture. With a competitive salary and a supportive environment for professional growth, this opportunity is perfect for those with a strong background in financial services and leadership skills. Join a forward-thinking organization that values your contributions and helps you achieve your career aspirations.

Benefits

Competitive salary

Dynamic work environment

Professional development opportunities

Qualifications

• 5+ years' experience in financial services, preferably in advisory business management.
• Strong leadership and people management skills with a focus on high performance.

Responsibilities

• Hire and coach a team of wealth planning managers for customer engagement.
• Ensure compliance with regulatory requirements and manage overall business performance.

Skills

Leadership Skills

Interpersonal Skills

Financial Planning

Wealth Management Knowledge

P&L Management

Education

Bachelor's Degree

Tools

CMFAS Mod 5

CMFAS Mod 8

CMFAS Mod 9

AFP

AFC

CLU

ChFC

CFP

Job description

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

DBS Bank Limited Singapore

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.

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.