Wealth Planning Manager, Consumer Banking Group(240000HA)
- 2025-01-02
-
Singapore
Wealth Planning Manager, Consumer Banking Group(240000HA)
Job Description
You have ourcustomers' best interests at heart. It is you theylook to for counsel when making decisions about their finances, bigor small. Every decision of theirs matters to you, simply becauseit matters to them.
You seeyourself as a companion on our clients' journeys toward achievingtheir life goals. Given that no journey is ever thesame, you take great care (and pride!) in tailoring your financialadvice to meet each client's unique needs andrequirements.
You'reself-motivated, and always on the lookout for opportunities to grow- whether it is keeping up to date with industrytrends, expanding your skill set, or building your network ofcustomers through tele-prospecting, virtual or in-personinteractions and customer outreach programmes. You areknowledgeable about the banks' products and services and canrecommend financial planning solutions that address your customers'needs. With such drive and tenacity, it's no surprise that you'reconsistently meeting your personal goals andtargets.
Last but not the least,you're focused on building long-term relationships with ourcustomers. It forms the foundation to all that youdo. You seize every opportunity to excite new and existing clientsby bringing them investment ideas and insurance solutions to helpgrow their wealth and protect their futures.
Toyou, clients come first (and we likethat).
Yourbackground:
- You have aBachelor's degree from a recognised university or a diploma from alocal polytechnic.
- You are interested infinancial planning or wealth management. Prior work experience isnot a requirement.
- You enjoy interacting withpeople, are a good communicator and able to conduct yourselfprofessionally.
- You are willing to work on aflexible schedule that includes weekends.
- Candidates with more years of relevant financial advisoryexperiences will be considered for Senior Wealth Planning Manageror Deputy Team Head jobposition.
What weoffer:
- We offerattractive remuneration and a comprehensive benefitspackage.
- We also have a recognition programthat provides qualifying employees the opportunity to travel toexciting overseas destinations.
- We willprovide you with structured training and on-the-job training tohelp you develop the skillsets you need for a career in financialplanning and wealth management.
- We havedigital capabilities that enable hybrid work, giving you theability to work from anywhere (from the branch/office, from home,while out meetingcustomers).
Ready toapply? Take the next step.
- Click on the link below to apply and receive an emailnotification from our AI Chatbot, JIM within 2 hours.
- Interact and complete the mandatory assessments onJIM.
- You will be invited for a face-to-faceinterview with our Branch Manager and HR if you areshortlisted.
Beware of scams. Do NOT give personal information or money to unknown sources. Verify identity before acting. Report any suspected scams immediately. Stay informed and stay safe.
Dbs Bank Ltd.
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