VP, PB Wealth Planner

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

Responsibilities

• Provide comprehensive wealth planning solutions to high-net-worth clients
• Collaborate with cross-functional teams and external parties, such as investment specialists and tax advisors, to deliver holistic wealth management services
• Maintain strong relationships with clients and provide exceptional customer service

Requirements

• Minimum 8 years of experience in wealth planning / Trust services.
• Strong analytical and problem-solving skills with the ability to interpret complex financial information
• Excellent communication and interpersonal skills to effectively engage with high-net-worth clients
• Thorough understanding of investment products, financial regulations, and tax implications
• Ability to work collaboratively with cross-functional teams and provide seamless client experiences
• Relevant professional certifications, such as CPA or STEP, are preferred

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.