Wealth Planning Manager, Consumer Banking Group
3 months ago
You have our customers' best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.
You see yourself as a companion on our clients' journeys toward achieving their life goals. Given that no journey is ever the same, you take great care (and pride) in tailoring your financial advice to meet each client's unique needs and requirements.
You're self-motivated, and always on the lookout for opportunities to grow - whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions and customer outreach programmes. You are knowledgeable about the banks' products and services and can recommend financial planning solutions that address your customers' needs. With such drive and tenacity, it's no surprise that you're consistently meeting your personal goals and targets.
Last but not the least, you're focused on building long-term relationships with our customers. It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.
To you, clients come first (and we like that).
Your background:
- You have a Bachelor's degree from a recognised university or a diploma from a local polytechnic.
- You are interested in financial planning or wealth management. Prior work experience is not a requirement.
- You enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
- You are willing to work on a flexible schedule that includes weekends.
- Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position.
- We offer attractive remuneration and a comprehensive benefits package.
- We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
- We will provide you with structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
- We have digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).
- Click on the link below to apply and receive an email notification from our AI Chatbot, JIM within 2 hours.
- Interact and complete the mandatory assessments on JIM.
- You will be invited for a face-to-face interview with our Branch Manager and HR if you are shortlisted.
-
Singapore DBS Bank Limited Full timeWealth Planning Manager, Consumer Banking Group Wealth Planning Manager, Consumer Banking Group Who you are: You have our customers' best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.You see yourself as a...
-
Singapore DBS Bank Limited Full timeWealth Planning Manager, Consumer Banking GroupWealth Planning Manager, Consumer Banking Group Who you are:You have our customers' best interests at heart.It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.You see yourself as a companion...
-
Wealth Planning Manager
1 month ago
Singapore DBS Bank Limited Full timeAbout the Role:As a Wealth Planning Manager in our Consumer Banking Group, you will be responsible for providing expert financial advice to our clients, helping them achieve their life goals. You will work closely with our clients to understand their financial needs and provide tailored solutions to meet their requirements.Your Key Responsibilities:You will...
-
Singapore DBS Bank Limited Full timeWealth Planning Manager, Consumer Banking Group Who you are: You have our customers' best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.You see yourself as a companion on our clients' journeys toward achieving...
-
Wealth Planning Specialist
2 weeks ago
Singapore DBS Bank Limited Full timeRole OverviewWe are seeking a Wealth Planning Specialist to join our Consumer Banking team. In this role, you will be responsible for providing financial planning and wealth management services to our clients.About YouYou have a Bachelor's degree from a recognized university or a diploma from a local polytechnic. You are interested in financial planning or...
-
Digital Banking Specialist
2 weeks ago
Singapore DBS Bank Limited Full timeJob Title: Digital Banking Specialist - Consumer Banking GroupAbout the Role:We are seeking a skilled Digital Banking Specialist to join our Consumer Banking Group. As a Digital Banking Specialist, you will be responsible for leading and managing consumer and wealth banking projects in key markets.Responsibilities:Lead and manage consumer and wealth banking...
-
Singapore DBS Bank Full timeJob Summary:We are seeking a highly experienced Lead Financial Planning Manager to join our Consumer Banking Group at DBS Bank.About the Role:This is an excellent opportunity for a seasoned professional to lead a team of wealth planning managers and drive customer engagement activities through holistic financial planning.The successful candidate will be...
-
Wealth Planning Manager
4 weeks ago
Singapore DBS Bank Full timeJob OverviewWe are seeking a skilled Wealth Planning Manager to join our Consumer Banking Group. As a key member of our team, you will be responsible for managing relationships with high net worth individuals and providing personalized wealth planning solutions.Key ResponsibilitiesDevelop and implement comprehensive wealth plans for clientsProvide ongoing...
-
Wealth planning manager, consumer banking group
3 weeks ago
Singapore DBS Bank Limited Full timeWho you are: You have our customers' best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them. You see yourself as a companion on our clients' journeys toward achieving their life goals . Given that no...
-
Singapore DBS Bank Limited Full timeBusiness 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...
-
Singapore DBS Bank Limited Full timeBusiness 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...
-
Singapore DBS Bank Limited Full timeBusiness FunctionAs 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...
-
Singapore DBS Bank Limited Full timeBusiness 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...
-
Financial Planning Specialist
3 weeks ago
Singapore OCBC Bank Full timeAbout OCBC BankAs a leading banking group in Southeast Asia, we cater to the needs of almost 3 million customers across Singapore, Malaysia, Indonesia, and China. Our Group Consumer Financial Services division serves high net worth, premier, and emerging affluent individuals through our private banking, wealth management, and affluent banking...
-
Senior Risk Analyst, Consumer Banking Group
7 days ago
Singapore DBS Bank Full timeAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and ambitions.We are seeking a skilled professional to elevate our focus on quality control for Customer Due Diligence (CDD) conducted by our relationship managers and KYC teams, focusing on customers with Consumer Banking in Singapore.This...
-
Singapore DBS Bank Limited Full timeBusiness 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...
-
Treasures bancassurance specialist
2 weeks ago
Singapore DBS Bank Limited Full timeBusiness FunctionDBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions,...
-
Singapore DBS Bank Limited Full timeBusiness 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...
-
Singapore DBS Bank Limited Full timeVP/ AVP, KYC Reviewer, Consumer Banking GroupBusiness 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,...
-
Singapore DBS Bank Limited Full timeBusiness 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...
