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Wealth Planning Manager (WPM)

$3,300 - 5,000/Month · Bonus of $0 - 5,000/month
Full-Time · On-site
1 - 3 years of experience
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Job Requirements

On-site
1 - 3 years of experience

Skills

Insurance

Banking & Finance

Sales

This job post is managed by

GG
Glints GLINTS

Job description for Wealth Planning Manager (WPM) at DBS Bank

The Consumer Banking Group offers a comprehensive suit 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 Branch Relationship Manager with the World’s best bank, you will be part of our award-winning network of some 280 branches across the region, servicing our customers at a physical touch-point that remains very relevant in the digital age.

Job Description

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.
  • Work closely with a team to manage clients’ portfolio and perform financial analysis .
  • Play an active part in planning campaigns across the bank or within the branch.
  • Develop and strengthen long-term relationships with clients.
  • Great career progression within the Banking Industry.

What we offer

You can expect a competitive salary, a wide-ranging incentive, rewards, and benefits package and paid rigorous training programmes will also be offered.RequirementsWe want driven, service-oriented individuals like you with:

  • A degree in any discipline
  • A passion for banking and wealth management
  • Comfortable with working on a flexible working schedule that includes weekends.
  • Singaporeans / PR
About the company

Live Your Potential at DBS:

SHAPE THE FUTURE OF BANKING

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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Wealth Planning Manager (WPM)