Financial Planning Manager Lead
4 days ago
DBS Bank Limited empowers its customers to achieve their financial goals through a comprehensive range of products and services. Our product suite includes deposits, investments, insurance, mortgages, credit cards, and personal loans.
About the Role
- As a Senior Financial Services Leader, you will be responsible for driving customer engagement initiatives focused on holistic financial planning.
- You will adopt a needs-based approach, ensuring compliance with regulatory requirements.
- Serving as a single point of accountability for your team, you will oversee business performance, quality, and customer satisfaction.
Key Responsibilities
- Hire, develop, and coach a team of wealth planning managers to drive customer engagement initiatives.
- Effectively utilise resources to foster a high-performance culture within your team.
Requirements
- A bachelor's degree and at least 5 years' experience in the financial services industry.
- Demonstrated understanding of financial planning, wealth management products, and banking operations.
- Familiarity with financial costing and business marketing strategies.
- Strong leadership, interpersonal, and people management skills.
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