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

  • We offer a competitive salary and benefits package
  • Singapore Singapore Singapore SG
  • Permanent, Full time
  • DBS Bank Limited
  • 16 Jul 18 2018-07-16

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,

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.

Help us delight our branch customers

The 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 build strong relationships with customers before designing and customising their financial plans. After all, bancassurance is one of the fastest-growing sectors in the banking and financial services industry, and offers some of the most exciting and rewarding career opportunities in consumer banking today.

 

Fulfilling and varied, a typical workday might look like this:

  • Provide one-stop financial advisory solutions 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
  • Work closely with high-performing teams to address customers’ financial needs
  • Be actively involved in bank-wide sales campaigns and community outreach programs.
  • Actively engage existing customers to deepen banking relationship
  • You will be assigned to a centralized office where you will be doing tele-prospecting.

We want driven, service-oriented individuals like you with: 

  • Have a degree in any discipline
  • Are comfortable with flexible working schedule that includes weekends
  • Have a strong passion for banking and wealth management
  • Are results oriented yet patient enough to establish strong customer relationships
  • Are effectively bilingual with strong communication skills
  • Are resourceful and able to work with minimal supervision

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.

  • It will take about 10-12 minutes to complete the application form; you can save your application at any time and return to complete it at your convenience. 
  • You will need to register/log in before applying for a specific role on our careers site.
  • Selected profiles will trigger a Predictive Index® tool to profile your personality strengths.
  • Shortlisted candidates will be invited for a face-to-face interview with our Branch Manager and HR.