Wealth Planning Manager

Join to apply for the Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank 3 months ago Be among the first 25 applicants Join to apply for the Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank Who You Are Who You AreYou have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.You see yourself as a companion on our clients’ journeys toward achieving their life goals . Given that no journey is ever the same, you take great care (and pride) in tailoring your financial advice to meet each client’s unique needs and requirements.You’re self-motivated, and always on the lookout for opportunities to grow – whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions and customer outreach programmes. You are knowledgeable about the banks' products and services and can recommend financial planning solutions that address your customers' needs. With such drive and tenacity, it’s no surprise that you’re consistently meeting your personal goals and targets.Last but not the least, you’re focused on building long-term relationships with our customers . It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.To you, clients come first (and we like that).Your BackgroundYou have a Bachelor's degree from a recognised university or a diploma from a local polytechnic You are interested in financial planning or wealth management. Prior work experience is not a requirement You enjoy interacting with people, are a good communicator and able to conduct yourself professionally You are willing to work on a flexible schedule that includes weekends Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position What We OfferWe offer attractive remuneration and a comprehensive benefits package We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations. We will provide you with structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management We have digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers) Ready to apply? Take the next step.Click on the link below to apply and receive an email notification from our AI Chatbot, JIM within 2 hours Interact and complete the mandatory assessments on JIM You will be invited for a face-to-face interview with our Branch Manager and HR if you are shortlisted Primary LocationSingaporeJobRelationship ManagementJob PostingJan 1, 2025, 12:00:00 AM Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at DBS Bank by 2x Sign in to set job alerts for “Senior Wealth Manager” roles. Wealth Management Consultant (High Net Worth) Market Investment Strategist, Equities (Multinational Financial Services Platform) Financial Adviser / Consultant (Based in Singapore) Prestigious Wealth Management Relationship Manager Asset & Wealth Management, Product Strategy & Research, Vice President, Hong Kong / Singapore BDO Private Bank Singapore - Relationship Manager (Wealth Management) 2025 Asset and Wealth Management Challenge - Singapore Managing Director - Private Wealth Management Family Office and Wealth Planning Specialist (Vice President/Executive Director) Asset & Wealth Management, Third Party Wealth, Alternatives Sales, Vice President, Singapore Wealth Management - Senior Relationship Manager / Relationship Manager Client Advisor - Global Family & Institutional Wealth We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr