Strategic Financial Planning Manager

6 days ago


Singapore DBS Bank Full time
Business Function

As a market leader in the consumer banking business, DBS has a full spectrum of products and services to help customers realise their dreams and ambitions.

Key Responsibilities:

  • Lead a team of wealth planning managers to drive customer engagement and holistic financial planning.
  • Ensure a needs-based approach, compliance with FA Act, Fair Dealing, and adherence to internal and external regulatory requirements.
  • Act as a single point of accountability for the assigned team, responsible for business performance, quality, and customer satisfaction.
  • Develop a high-performance culture through motivation, training, and development of team members.

Requirements:

  • A good degree with at least 5 years' experience in the financial services industry.
  • A 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.
  • Preferably with CMFAS Mod 5, 8, 9, CHI, AFP, AFC, CLU, ChFC, CFP qualifications.

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports development and recognises achievements.



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