Financial Planning Specialist

4 days ago


Singapore DBS Bank Full time

DBS Bank, a leading financial institution in Singapore, is seeking an experienced Financial Planning Specialist to join our Wealth Management team.

About the Role

The ideal candidate will have at least 6 years of sales experience and a strong understanding of financial planning principles. They will be responsible for providing innovative product solutions to address customers' retirement planning, savings, and financial protection needs. This includes managing branch sales portfolios, promotions, and campaigns to drive business growth.

To succeed in this role, you must possess excellent customer service skills, strong communication and interpersonal skills, and the ability to work closely with branch sales and service teams.

Key Responsibilities
  • Develop and implement strategic sales plans to meet or exceed sales targets
  • Provide expert advice on financial planning and wealth management solutions to clients
  • Collaborate with cross-functional teams to drive business growth and improve customer satisfaction
Requirements

To be considered for this role, you must have:

  • Degree or Diploma holder with at least 6 years of sales experience
  • Knowledge of financial planning principles and regulations
  • Strong presentation and selling skills
  • Excellent communication and interpersonal skills
What We Offer

As a Financial Planning Specialist at DBS Bank, you can expect a competitive salary range of SGD $80,000 - $120,000 per annum, depending on your experience and qualifications. In addition, we offer a comprehensive benefits package, including medical insurance, retirement plan, and opportunities for professional development and career growth.

We are committed to creating a diverse and inclusive workplace that values innovation, teamwork, and excellence. If you are passionate about delivering exceptional customer experiences and driving business growth, please submit your application today.



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