VP, Wealth Planning & Advisory Leader

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

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.