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Wealth Planning Manager

2 months ago

Singapore DBS Bank Limited Full time
About the Role:

As a Wealth Planning Manager in our Consumer Banking Group, you will be responsible for providing expert financial advice to our clients, helping them achieve their life goals. You will work closely with our clients to understand their financial needs and provide tailored solutions to meet their requirements.

Your Key Responsibilities:
  • You will be the primary point of contact for our clients, providing them with expert financial advice and guidance.
  • You will work closely with our clients to understand their financial goals and develop personalized financial plans to help them achieve those goals.
  • You will be responsible for recommending financial planning solutions that address our clients' needs, including investment and insurance products.
  • You will work with our clients to implement their financial plans, providing ongoing support and guidance as needed.

About You:

We are looking for a self-motivated and driven individual who is passionate about providing excellent customer service. You will have a strong understanding of financial planning principles and be able to communicate complex financial concepts in a clear and concise manner. You will also have excellent interpersonal and communication skills, with the ability to build strong relationships with our clients.

What We Offer:
  • We offer a competitive salary and benefits package.
  • We provide ongoing training and development opportunities to help you grow your skills and knowledge.
  • We have a dynamic and supportive team environment that encourages collaboration and innovation.

How to Apply:

If you are a motivated and customer-focused individual who is passionate about financial planning, we encourage you to apply for this exciting opportunity. Please click on the link below to submit your application and we will be in touch with you shortly.