AVP, Financial Advisory Competency Specialist, Retail Banking

About the role

DBS Consumer Banking Group is looking for an AVP Financial Advisory Competency Specialist within its Retail Banking, Consumer Banking Group. The specialist empowers new entrants (NEs) with the essential skills and knowledge needed to fit seamlessly into the Wealth Planning Manager (WPM) role. The role sits in the CBG SG Distribution Management unit, under the COO office, and is a regular full-time schedule.

Key responsibilities

• Facilitate comprehensive orientation for new entrants so they understand the bank's systems and processes.
• Oversee the day-to-day operations of new entrants and ensure they meet prescribed activity levels.
• Use the Data-Driven Operating Model (DDOM) to spot performance gaps and run targeted training on financial planning engagement strategies.
• Cultivate a culture of risk awareness, continuous learning and high performance through motivation, training and tailored onboarding programs.
• Work with Team Heads to ensure new entrants reach the desired performance standards.

Required profile

• Proven experience in financial planning fields, preferably with coaching or management experience.
• Strong understanding of advisory techniques, processes and strategies.
• Analytical mindset and results-driven approach with a track record of improving skills and performance.
• Flexibility to adapt coaching methods to individual team members.
• Strong leadership, interpersonal and people management skills, with experience developing high-performing wealth planning managers.
• CMFAS Mod 5, 8, 9, CHI, BCP, PGI, AFP, AFC, CLU, ChFC or CFP qualifications are an added advantage.