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

Keywords / Skills : Wealth Planning Manager (Insurance Specialist) (Branch/Non-Branch), Consumer Banking Group

Posted: 2018-11-09

Banking/ Financial Services
Banking, Insurance & Financial Services
Relationship manager
Posted On
9th Nov 2018
Job Ref code
Job Description

Help our customers achieve their ambitions
DBS Consumer Banking Group plays a vital role in understanding and meeting customer
needs by offering the right products and services, from investments to insurance, to the right
customer segments. We help our customers realise their dreams at every life stage by helping
them grow and maintain the integrity of their portfolios.
As a Wealth Planning Manager (Insurance Specialist) with Asia’s best bank, you will help to shape our customers’ aspirations, by fulfilling their insurance needs with diverse and innovative financial solutions. You will be posted to either a Branch or Non-Branch team, where you need to build strong relationships with customers and customise their financial plans based on their needs. 
Fast paced and challenging, your workday might look like this:  
•    Provide one-stop financial advisory solutions at the bank branches through insurance services and products, such as retirement planning, savings and financial protection
•    Conduct regular financial planning interviews with existing and potential customers to assess their banking needs
•    Be actively involved in bank-wide campaigns and branch initiatives
•    If based in a Non-Branch environment, you will be assigned to a centralized office where focus will be on tele-prospecting
We want fast learners like you who:
•    Have a degree in any discipline
•    Are comfortable with flexible working schedule that includes weekends
•    Have a strong passion for banking and wealth management
What we offer
You can expect a competitive salary, a wide-ranging incentive, rewards and benefits package and rigorous training programmes will also be offered. 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 is a leading financial services group in Asia, with over 280 branches across 18 markets. Headquartered and listed in Singapore, DBS has a growing presence in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's capital position, as well as "AA-" and "Aa1" credit ratings, is among the highest in Asia-Pacific. DBS has been recognised for its leadership in the region, having been named “Asia's Best Bank” by The Banker, a member of the Financial Times group, and “Best Bank in Asia-Pacific” by Global Finance. The bank has also been named “Safest Bank in Asia” by Global Finance for seven consecutive years from 2009 to 2015.

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