Financial Planning Specialist

3 weeks ago


Singapore DBS Bank Full time

About the Role:

We are seeking a highly motivated and customer-focused Financial Planning Specialist to join our team at DBS Bank. As a key member of our Consumer Banking Group, you will play a crucial role in providing expert financial advice to our clients, helping them achieve their life goals.

Key Responsibilities:

  • Provide personalized financial planning solutions to clients, addressing their unique needs and requirements.
  • Develop and maintain a deep understanding of our bank's products and services, enabling you to recommend suitable financial planning solutions.
  • Foster long-term relationships with clients, delivering exceptional customer service and ensuring their financial well-being.
  • Stay up-to-date with industry trends and expand your skill set to provide cutting-edge financial advice.
  • Work collaboratively with the team to achieve sales targets and contribute to the growth of our business.

Requirements:

  • Bachelor's degree from a recognized university or diploma from a local polytechnic.
  • Interest in financial planning or wealth management, with prior work experience not required.
  • Excellent communication and interpersonal skills, with the ability to work in a fast-paced environment.
  • Flexibility to work on a rotating schedule that includes weekends.
  • Candidates with more years of relevant financial advisory experience may be considered for senior roles.

What We Offer:

  • Attractive remuneration package and comprehensive benefits.
  • Opportunities for career growth and professional development.
  • Structured training and on-the-job training to enhance your skills.
  • Digital capabilities for hybrid work, allowing you to work from anywhere.


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