Senior Financial Planning Manager
4 weeks ago
Business Function
DBS Consumer Banking Group is a leading bank in Asia, dedicated to helping customers achieve their financial goals. As a market leader in consumer banking, we offer a comprehensive range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans.
Responsibilities:
- Lead a team of wealth planning managers to drive customer engagement and holistic financial planning.
- Ensure a needs-based approach, compliance with regulatory requirements, and adherence to internal policies.
- Accountable for team performance, business quality, and customer satisfaction.
- Develop a high-performance culture through motivation, training, and development of team members.
Requirements:
- A good degree with at least 5 years' experience in financial services, preferably with a track record in financial advisory business management.
- Sound understanding of financial planning, wealth management products, and banking operations.
- Good knowledge of financial costing, P&L management, and business marketing strategies.
- Strong leadership, interpersonal, and people management skills.
- Preferably with CMFAS Mod 5, 8, 9, CHI, AFP, AFC, CLU, ChFC, CFP qualifications.
What We Offer:
A competitive salary and benefits package, along with a dynamic environment that supports your development and recognizes your achievements.
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