Senior Manager, Wealth Planning and Management

4 weeks ago


Singapore DBS BANK LTD. Full time
Business Overview
As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers realise their dreams and ambitions. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, we offer tailored solutions for every life stage.

Job Description
The successful candidate will lead a team of wealth planning managers in driving customer engagement activities focused on holistic financial planning. This involves developing and implementing effective strategies to meet customer needs, ensuring compliance with regulatory requirements, and promoting a high-performance culture within the team.

Responsibilities
  • Recruit, develop, and coach a team of experienced wealth planning managers.
  • Ensure a customer-centric approach, adhering to industry regulations and internal policies.
  • Serve as a single point of accountability for the assigned team, driving business performance, quality, and customer satisfaction.
  • Foster a high-performing team environment through motivation, training, and development opportunities.

Requirements
To be successful in this role, you will require:
  • A good degree and at least 5 years' experience in the financial services industry, preferably with a strong track record in financial advisory business management.
  • In-depth knowledge of financial planning, wealth management products, and banking operations.
  • Strong leadership, interpersonal, and people management skills, with the ability to motivate and develop high-performing relationship managers.
  • Relevant qualifications, such as CMFAS Mod 5, 8, 9, CHI, AFP, AFC, CLU, ChFC, and CFP, would be an added advantage.

Compensation and Benefits
We offer a competitive salary package, benefits, and the opportunity to work in a dynamic environment that supports your development and recognises your achievements. Estimated annual salary: SGD $120,000 - SGD $180,000.

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