Wealth Planning Manager, Consumer Banking Group

About the role

DBS is hiring a Wealth Planning Manager (or Senior Wealth Planning Manager) for its Consumer Banking Group, based at the DBS MBFC Branch. The role sits in relationship management and focuses on advising customers on their finances, from small to large decisions, and helping them achieve their life goals.

Key responsibilities

• Tailor financial advice to each client's unique needs and requirements.
• Recommend financial planning solutions and bring investment ideas and insurance solutions to new and existing clients.
• Build long-term relationships with customers and grow your network through tele-prospecting, virtual and in-person customer outreach.
• Keep up to date with industry trends and expand your knowledge of the bank's products and services.

Required profile

• Bachelor's degree from a recognised university or a diploma from a local polytechnic.
• Interest in financial planning or wealth management; prior work experience is not required.
• Good communicator who enjoys interacting with people and conducts themselves professionally.
• Willingness to work a flexible schedule that includes weekends.
• Candidates with more years of relevant financial advisory experience may be considered for the Senior Wealth Planning Manager or Deputy Team Head position.

What we offer

• Attractive remuneration and a comprehensive benefits package.
• A recognition programme offering travel to overseas destinations for qualifying employees.
• Structured training and on-the-job training for a career in financial planning and wealth management.
• Digital capabilities enabling hybrid work, including working from home or while meeting customers.

To apply, candidates use the online application form, complete the mandatory assessments and, if shortlisted, attend a face-to-face interview with the Branch Manager and HR.