Senior Financial Planning Manager

4 weeks ago


Singapur, Singapore DBS Bank Full time

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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