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Wealth Planning Manager (Branch/Non-Branch), Consumer Banking Group

Keywords / Skills : Wealth Management, Banking, Finance, Sales, Advisory, Consumer banking,

0 - 5 years
Posted: 2018-11-29

Banking/Financial Services
Banking, Insurance & Financial Services
Fresh Graduate
Investment Advisor
Portfolio Manager
Relationship Manager
Posted On
29th Nov 2018
Job Ref code
Job Description
Help us delight our branch customers

DBS Consumer Banking Group offers a comprehensive suite of innovative banking services and financial solutions to individuals, ranging from the man-in-the-street to the mass affluent. Providing sound wealth management and financial advisory services, we help our customers make informed decisions about their money in order to achieve their life goals. Our products and services include loans, credit cards, investment and unit trusts, insurance, and priority banking.

As a Wealth Planning Manager with Asia’s best bank, you will be part of our award-winning team based in either a Branch or Non-Branch team to provide a personalized banking experience for our customers.

Fulfilling and varied, a typical workday might look like this:
  • Provide financial advice to clients through offering wealth management solutions, such as insurance, structured deposits, loans and unit trusts 
  • Play an active part in planning campaigns across the bank or within the branch 
  • Develop and strengthen long-term relationships with clients 
  • If based in a Non-Branch environment, you will be assigned to a centralized office where focus will be on tele-prospecting 
  • You will also be actively involved in seminars, events and sales campaign 
We want driven, service-oriented individuals like you with:
  • A degree in any discipline 
  • A willingness to work on a flexible schedule that includes weekends 
  • A passion for banking and wealth management 
What we offer 

You can expect a competitive salary, a benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. Find out more here.

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 

About Company

DBS, a leading financial services group headquartered in Singapore, operates across 18 markets. We are an Asia-centric commercial bank focused on harnessing the region’s long-term potential as the centre of economic gravity shifts eastwards to Asia.

A frontrunner in digital transformation, we seek to deliver a new kind of banking that is so simple, seamless and invisible, that customers have more time to spend on the people or things they care about.

At DBS, we are also a strong advocate of building a sustainable future. Working with partners, we empower people to live larger than themselves. We create avenues that encourage our customers to live socially-conscious; establish platforms to help social entrepreneurs bring their ideas to life; and provide the next generation with opportunities to develop innovative solutions that address sustainability issues.

We are distinct from local lenders or global players. As an Asian specialist and a leader in digital transformation, we have the reach and sophistication to outcompete local lenders, and deep Asian insights that distinguish us from global competitors. We seek to intermediate trade and investment flows between Asia’s three key axes of growth – Southeast Asia, Greater China and South Asia – as well as participate in Asia’s growing affluence. Our key franchises are in Singapore, Hong Kong, China, Taiwan, India and Indonesia.

In Singapore, we are a universal bank serving all customer segments, including the mass market through the DBS and POSB, also known as the "People’s Bank". In our other markets, we focus on three lines of business:

- Corporate banking
- SME banking
- Wealth management

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