Talent.com
This job offer is not available in your country.
Wealth Planning Manager, Consumer Banking Group(240000HA)

Wealth Planning Manager, Consumer Banking Group(240000HA)

DBS BANK LTD.Singapore
30+ days ago
Job description

Who you

are : You have our

customers' best interests at heart. It is you they

look to for counsel when making decisions about their finances, big

or small. Every decision of theirs matters to you, simply because

it matters to them.

You see

yourself as a companion on our clients' journeys toward achieving

their life goals . Given that no journey is ever the

same, you take great care (and pride!) in tailoring your financial

advice to meet each client's unique needs and

requirements.

You're

self-motivated, and always on the lookout for opportunities to grow

  • whether it is keeping up to date with industry

trends, expanding your skill set, or building your network of

customers through tele-prospecting, virtual or in-person

interactions and customer outreach programmes. You are

knowledgeable about the banks' products and services and can

recommend financial planning solutions that address your customers'

needs. With such drive and tenacity, it's no surprise that you're

consistently meeting your personal goals and

targets.

Last but not the least,

you're focused on building long-term relationships with our

customers . It forms the foundation to all that you

do. You seize every opportunity to excite new and existing clients

by bringing them investment ideas and insurance solutions to help

grow their wealth and protect their futures.

To

you, clients come first (and we like

that).

Your

background : You have a

Bachelor's degree from a recognised university or a diploma from a

local polytechnic.

You are interested in

financial planning or wealth management. Prior work experience is

not a requirement.

You enjoy interacting with

people, are a good communicator and able to conduct yourself

professionally.

You are willing to work on a

flexible schedule that includes weekends.

Candidates with more years of relevant financial advisory

experiences will be considered for Senior Wealth Planning Manager

or Deputy Team Head job

position.

What we

offer : We offer

attractive remuneration and a comprehensive benefits

package.

We also have a recognition program

that provides qualifying employees the opportunity to travel to

exciting overseas destinations.

We will

provide you with structured training and on-the-job training to

help you develop the skillsets you need for a career in financial

planning and wealth management.

We have

digital capabilities that enable hybrid work, giving you the

ability to work from anywhere (from the branch / office, from home,

while out meeting

customers).

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.

Create a job alert for this search

Planning Manager • Singapore

Related jobs
  • Promoted
Wealth Planner [Trust Advisory Business / Private Banking] - Perm Role | CSBU01

Wealth Planner [Trust Advisory Business / Private Banking] - Perm Role | CSBU01

CAREER STORY PTE. LTD.Islandwide, SG
This is a perm role for one of our clients in the Private Banking Sector.Trust Advisory Business, Family Offices.Responsible for structured account conversions, account administration and risk mana...Show moreLast updated: 7 days ago
  • Promoted
Wealth Planning Manager (Banking Industry / No experience Required)

Wealth Planning Manager (Banking Industry / No experience Required)

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.Islandwide, SG
Conduct professional and consultative financial analysis sessions with clients to understand their needs and recommend suitable solutions. Build and strengthen long-term client relationships by prov...Show moreLast updated: 1 day ago
  • Promoted
Permanent Wealth Planning Manager (Bank) - Up to $4,500 +Comm + Allowance

Permanent Wealth Planning Manager (Bank) - Up to $4,500 +Comm + Allowance

SUCCESS HUMAN RESOURCE CENTRE PTE. LTD.Singapore
Up to $4,500 + Commission + $300 Transport Allowance.Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.Engage ...Show moreLast updated: 30+ days ago
  • Promoted
Wealth Planning Manager, Consumer Banking Group (240000HA) - Islandwide, SG

Wealth Planning Manager, Consumer Banking Group (240000HA) - Islandwide, SG

DBS BANK LTD.Islandwide, SG
You have our customers’ best interests at heart.It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because i...Show moreLast updated: 11 days ago
  • Promoted
Wealth Planning Manager [Banking | Basic + Comms]

Wealth Planning Manager [Banking | Basic + Comms]

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.Islandwide, SG
Join us as a Wealth Planning Manager, where you will provide personalized financial advice and solutions to retail customers, helping them achieve their financial goals. As the primary face of our b...Show moreLast updated: 8 days ago
  • Promoted
Wealth Planning (Bank / Sales) - PERSOLKELLY SINGAPORE PTE. LTD.

Wealth Planning (Bank / Sales) - PERSOLKELLY SINGAPORE PTE. LTD.

PERSOLKELLY SINGAPORE PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG
Our client is an established bank in the global market.We are looking for suitable candidates to join them as a Wealth Planning Manager (Bancassurance). Attending to customers and provide financial ...Show moreLast updated: 2 days ago
  • Promoted
  • New!
Wealth Manager - INVICTUS ADVISORY PTE. LTD.

Wealth Manager - INVICTUS ADVISORY PTE. LTD.

INVICTUS ADVISORY PTE. LTD.D02 Anson, Tanjong Pagar, SG
Singapore | Full-Time | Hybrid Work Available.Summit Planner Invictus, representing.This is a full-time hybrid role based in Singapore. You will be responsible for providing.The role involves assess...Show moreLast updated: 15 hours ago
  • Promoted
Prestigious Wealth Management Relationship Manager

Prestigious Wealth Management Relationship Manager

BANK OF CHINA LIMITEDSingapore
We are looking for qualified wealth-planning professionals to join our Consumer Banking team.As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with peo...Show moreLast updated: 30+ days ago
  • Promoted
Wealth Manager [Alexandra / Mon-Sat half day / Salary from$2,400] - EH03

Wealth Manager [Alexandra / Mon-Sat half day / Salary from$2,400] - EH03

THE SUPREME HR ADVISORY PTE. LTD.Singapore
Days (Mon - Fri : 9am-6pm; Sat is 9am till 1pm).Starting Salary : From $2,400 (Depends on experience & qualifications).Understanding the needs of the customers (individual & company).Analyse & tailor...Show moreLast updated: 25 days ago
  • Promoted
Wealth Planning Manager, Consumer Banking Group (240000HA) - DBS BANK LTD.

Wealth Planning Manager, Consumer Banking Group (240000HA) - DBS BANK LTD.

DBS BANK LTD.Islandwide, SG
You have our customers’ best interests at heart.It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because i...Show moreLast updated: 11 days ago
  • Promoted
Wealth Manager ( Financial Planning ) | Bukit MerahYZ11 - THE SUPREME HR ADVISORY PTE. LTD.

Wealth Manager ( Financial Planning ) | Bukit MerahYZ11 - THE SUPREME HR ADVISORY PTE. LTD.

THE SUPREME HR ADVISORY PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG
Days (Mon – Fri : 9am-6pm; Sat is 9am till 1pm).Starting Salary : From $2,400 (Depends on experience & qualifications).Understanding the needs of the customers (individual & company).Analyse ...Show moreLast updated: 6 days ago
  • Promoted
Wealth Manager ( Financial Planning ) | Bukit MerahYZ11

Wealth Manager ( Financial Planning ) | Bukit MerahYZ11

THE SUPREME HR ADVISORY PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG
Days (Mon – Fri : 9am-6pm; Sat is 9am till 1pm).Starting Salary : From $2,400 (Depends on experience & qualifications).Understanding the needs of the customers (individual & company).Analyse ...Show moreLast updated: 6 days ago
  • Promoted
Wealth Planner [Trust Advisory Business / Private Banking] - Perm Role | CSBU01 - CAREER STORY PTE. LTD.

Wealth Planner [Trust Advisory Business / Private Banking] - Perm Role | CSBU01 - CAREER STORY PTE. LTD.

CAREER STORY PTE. LTD.Islandwide, SG
This is a perm role for one of our clients in the Private Banking Sector.Trust Advisory Business, Family Offices.Responsible for structured account conversions, account administration and risk mana...Show moreLast updated: 7 days ago
  • Promoted
Wealth Planner Manager

Wealth Planner Manager

SYNC MORTGAGE PTE. LTD.Singapore
Develop and execute strategic sales plans to acquire new clients and deepen existing relationships.Foster strong, collaborative relationships with key clients to understand their needs and deliver ...Show moreLast updated: 27 days ago
  • Promoted
Wealth Manager

Wealth Manager

ATHENA BEST FINANCIAL (SINGAPORE) PTE. LIMITEDSingapore
Are you a self-driven individual with a passion for helping people achieve their financial dreams? Do you have strong interpersonal skills and a desire to build lasting relationships? We're looking...Show moreLast updated: 5 days ago
  • Promoted
Permanent Wealth Planning Manager (Bank) - Up to $4,500 + Comm + Allowance

Permanent Wealth Planning Manager (Bank) - Up to $4,500 + Comm + Allowance

SUCCESS HUMAN RESOURCE CENTRE PTE. LTD.Islandwide, SG
Up to $4,500 + Commission + $300 Transport Allowance.Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.Engage ...Show moreLast updated: 7 days ago
  • Promoted
Wealth Planning (Bank / Sales)

Wealth Planning (Bank / Sales)

PERSOLKELLY SINGAPORE PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG
Our client is an established bank in the global market.We are looking for suitable candidates to join them as a Wealth Planning Manager (Bancassurance). Attending to customers and provide financial ...Show moreLast updated: 2 days ago
  • Promoted
Wealth Planning Manager (Banking Industry / No experience Required) - GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.

Wealth Planning Manager (Banking Industry / No experience Required) - GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.Islandwide, SG
Conduct professional and consultative financial analysis sessions with clients to understand their needs and recommend suitable solutions. Build and strengthen long-term client relationships by prov...Show moreLast updated: 1 day ago