Strategic Leader for Financial Planning Advisory

3 weeks ago


Singapore DBS Bank Limited Full time

As a leading bank in Asia, DBS Consumer Banking Group occupies a unique position to empower customers to achieve their aspirations. Leveraging our comprehensive product suite, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we help individuals navigate life stages with tailored financial solutions.

Responsibilities
  • We are seeking an experienced leader to oversee a team of wealth planning managers, driving customer engagement initiatives focused on holistic financial planning.
  • The successful candidate will ensure a needs-based approach, adherence to the Financial Advisers Act, Fair Dealing principles, and compliance with internal and external regulatory requirements.
  • This role involves being accountable for the assigned team's performance, quality, and customer satisfaction, as well as ensuring effective resource utilization and fostering a high-performance culture through motivation, training, and development of team members.
Requirements
  • A good degree and at least 5 years' experience in the financial services industry, preferably with a track record in financial advisory business management.
  • A sound understanding of financial planning, wealth management products, and banking operations is essential.
  • Strong leadership, interpersonal, and people management skills are required, along with the ability to relate and manage all levels of staff and develop high-performing relationship managers.
  • Certifications such as CMFAS Mod 5, 8, 9, CHI, AFP, AFC, CLU, ChFC, and CFP would be advantageous.

A competitive salary and benefits package, combined with the dynamic environment that supports your development and recognizes your achievements, make this an attractive opportunity.

The estimated annual salary for this position is around SGD $120,000 - $180,000 depending on experience and qualifications.


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