Strategic Financial Planning Manager
6 days ago
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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