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Finance jobs in United States

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

300005 Chief Executive's Office_00002555

Singapore
On-site
SGD 80,000 - 110,000
12 days ago
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Blue Prism Developer

SimplifyNext

Singapore
On-site
SGD 70,000 - 90,000
12 days ago

AI Engineer

SimplifyNext

Singapore
On-site
SGD 55,000 - 75,000
12 days ago

VP/AVP, Relationship Manager (Onshore), Treasures Private Client, Consumer Banking Group

300005 Chief Executive's Office_00002555

Singapore
On-site
SGD 70,000 - 100,000
12 days ago

Vice President, Search Content Marketing, Consumer Banking Group

DBS

Singapore
On-site
SGD 120,000 - 180,000
12 days ago
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SVP/ED, Head of Risk Management, Insurance Solutions, Private Banking, Consumer Banking Group

300005 Chief Executive's Office_00002555

Singapore
On-site
SGD 150,000 - 200,000
12 days ago

Bancassurance Specialist – Wealth & Retirement Planning

300005 Chief Executive's Office_00002555

Singapore
On-site
SGD 60,000 - 80,000
12 days ago

AVP, Relationship Manager, Private Banking (Greater China Market), Consumer Banking Group

300005 Chief Executive's Office_00002555

Singapore
On-site
SGD 100,000 - 130,000
12 days ago
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Treasures Bancassurance Specialist (Onshore), Consumer Banking Group

300005 Chief Executive's Office_00002555

Singapore
On-site
SGD 60,000 - 80,000
12 days ago

UiPath Developer

SimplifyNext

Singapore
On-site
SGD 60,000 - 90,000
12 days ago

AVP/VP, Institutional Sales & Advisory — Global Markets

DBS

Singapore
On-site
SGD 80,000 - 120,000
12 days ago

VP/ AVP, KYC Specialist - Periodic Reviews, Private Banking, Consumer Banking Group

DBS

Singapore
On-site
SGD 80,000 - 110,000
12 days ago

Cyber Monitoring Analyst

UBS

Singapore
On-site
SGD 70,000 - 90,000
12 days ago

Head of Product Design, Offshore Trading

OKX

Singapore
On-site
SGD 150,000 - 200,000
12 days ago

VP, Relationship Manager (Singapore Market), Private Banking, Consumer Banking Group

DBS

Singapore
On-site
SGD 80,000 - 100,000
12 days ago

Senior Associate, Business Management Office Equity Institutional Sales (EIS), Global Financial[...]

DBS

Singapore
On-site
SGD 70,000 - 90,000
12 days ago

VP, Facilities Manager (Critical Facilities), CRESA, Group Operations

300005 Chief Executive's Office_00002555

Singapore
On-site
SGD 100,000 - 140,000
12 days ago

Senior Marketing Lead: Payments Platforms & Ecosystems

DBS

Singapore
On-site
SGD 90,000 - 120,000
12 days ago

AVP, Payments, Platforms & Ecosystems Marketing, Consumer Banking Group

DBS

Singapore
On-site
SGD 90,000 - 120,000
12 days ago

VP, Relationship Manager, Private Banking (Greater China Market), Consumer Banking Group

300005 Chief Executive's Office_00002555

Singapore
On-site
SGD 80,000 - 100,000
12 days ago

VP/AVP, Treasures Relationship Manager (Offshore - NRI), Consumer Banking Group

300005 Chief Executive's Office_00002555

Singapore
On-site
SGD 60,000 - 80,000
12 days ago

SVP / VP, Asia Credit Trader, Global Financial Markets

DBS

Singapore
On-site
SGD 100,000 - 125,000
12 days ago

Sales Director, Singapore

SimplifyNext

Singapore
On-site
SGD 125,000 - 150,000
12 days ago

Lead Business Development Manager (IT Managed Services)

Singtel Group

Singapore
On-site
SGD 90,000 - 120,000
12 days ago

Accounts Executive #80837

Anradus Pte. Ltd.

Singapore
On-site
SGD 60,000 - 80,000
12 days ago
VP/AVP, Team Head, Financial Planning Advisory, Consumer Banking Group
300005 Chief Executive's Office_00002555
Singapore
On-site
SGD 80,000 - 110,000
Full time
12 days ago

Job summary

A leading financial institution in Singapore seeks a Wealth Management Manager to lead a team of wealth planning managers. The role involves ensuring compliance with regulations and driving customer engagement through financial planning. Applicants should have over 5 years' experience in the financial services industry and a strong understanding of wealth management products and operations. This position offers a competitive salary and a benefits package in a dynamic and supportive environment.

Benefits

Competitive salary
Benefits package
Professional development opportunities

Qualifications

  • 5+ years in the financial services industry, ideally in financial advisory.
  • Understanding of wealth management products and banking operations.
  • Knowledge of financial costing including P&L management.

Responsibilities

  • Hire and coach wealth planning managers for customer engagement.
  • Ensure compliance with regulations and internal policies.
  • Accountability for team performance and customer satisfaction.
  • Create a high performance culture through team development.

Skills

Leadership skills
Interpersonal skills
Financial planning knowledge
Wealth management expertise

Education

Relevant degree
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.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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