Lead Financial Planning Manager
2 weeks ago
DBS Bank Limited, as the leading bank in Asia, has a unique position to help our customers realise their dreams and ambitions. We are a market leader in the consumer banking business, offering a full spectrum of products and services including deposits, investments, insurance, mortgages, credit cards and personal loans.
Salary and Benefits
Competitive salary SGD 120,000 - 180,000 per annum, depending on experience.
About the Role
We are seeking a Lead Financial Planning Manager to join our team in the Consumer Banking Group. As a key member of our team, you will be responsible for hiring, skilling and coaching a team of wealth planning managers to actively drive customer engagement activities focusing on holistic financial planning.
Responsibilities:
- Responsible for managing a team of wealth planning managers and providing guidance on customer engagement strategies.
- Ensure a needs-based approach is adopted by the team and that all regulatory requirements are met.
- Act as a single point of accountability for the assigned team and responsible for overall business performance, quality and customer satisfaction.
- Ensure effective use of resources and create 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, preferably with a good track record in financial advisory business management.
- Sound understanding of financial planning, wealth management products and banking operations.
- Good knowledge of financial costing, including P&L management, and business marketing strategies and techniques.
- Strong leadership, interpersonal and people management skills with the ability to relate and manage all levels of staff.
- Preferably with CMFAS Mod 5, 8, 9, CHI, AFP, AFC, CLU, ChFC, CFP qualifications would be an added advantage.
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