Senior Financial Planning Manager
4 days ago
As the leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help customers realise their dreams and ambitions. As a market leader in consumer banking, we have a full spectrum of products and services to support customers at every life stage. Our financial solutions are designed to meet individual needs and provide the best possible outcomes.
Key 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.
- Oversee the assigned team, focusing on business performance, quality, and customer satisfaction.
- Promote a high-performance culture through motivation, training, and development of team members.
- A good degree with at least 5 years' experience in the financial services industry, preferably with a strong track record in financial advisory business management.
- Sound understanding of financial planning, wealth management products, and banking operations.
- Good knowledge of financial costing, including P&L management, and business marketing strategies.
- Strong leadership, interpersonal, and people management skills, with the ability to relate and manage all levels of staff.
- Relevant experience in developing high-performing relationship managers, with desirable qualifications in CMFAS, CHI, AFP, AFC, CLU, ChFC, or CFP.
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Financial Planning and Advisory Services
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