Financial Planning Professional

2 weeks ago


Singapore DBS BANK LTD. Full time
  1. About the Role: As a Wealth Planning Manager in our Consumer Banking Group, you will play a vital role in providing exceptional financial planning and wealth management services to our clients. You will be responsible for building and maintaining long-term relationships with clients, understanding their financial goals and objectives, and providing personalized solutions to meet their needs.
  2. Key Responsibilities:
    • Conduct financial needs assessments and develop tailored financial plans for clients.
    • Provide expert advice on investment, insurance, and wealth management products and services.
    • Build and maintain relationships with clients to understand their changing needs and provide ongoing support.
    • Collaborate with internal teams to ensure seamless delivery of financial planning and wealth management services.
  3. Requirements:
    • Bachelor's degree in a relevant field or diploma from a recognized institution.
    • Strong knowledge of financial planning and wealth management principles and practices.
    • Excellent communication and interpersonal skills.
    • Ability to work in a fast-paced environment and meet sales targets.
  4. What We Offer:
    • Competitive remuneration and comprehensive benefits package.
    • Structured training and development programs to enhance your skills and knowledge.
    • Opportunities for career growth and advancement.
    • Digital capabilities that enable hybrid work and flexibility.

Are you a motivated and customer-focused professional looking for a challenging role in financial planning and wealth management? If so, we encourage you to apply for this exciting opportunity



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