Financial Planning Manager, Consumer Banking Group
7 days ago
Job Description - Financial Planning Manager, Consumer Banking Group & Wealth Management (20000029)
Job Description
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
- Acquire and solicit new bancassurance business through cross selling, referral from branch sales and customer centre, conversion from existing bank customer and potential card base, personal business connections
- Identify the financial needs of the existing customers through discreet financial needs analysis, and cross sell suitable bancassurance products to the customers.
- Introduce the products and their associated risks, if any, to the customers.
- Assist to serve as a feedback channel on all issues pertaining to marketing, product acceptance and other issues relating to the sales of insurance products in branch.
- Provide superior service to customers in accordance with the Bank's required service standards.
- Assist BM and frontline sales staff to ensure full compliance with both external regulatory codes/ordinance & internal compliance policies, standards, guidelines & procedures, particularly those applicable to the course of selling, i.e. sales staff's licensing and fitness & properness, KYC, FNA, anti-money laundering & documentation completeness in a/c opening & in each deal.
- Improve control and compliance quality on bancassurance selling (i.e. need-based) and operation through leadership, education, on-going monitoring & effective remedial actions.
- Assist branch to investigate and handle bancassurance complaint in accordance with the regulatory requirements and the Bank's escalation procedures.
- Comply with the registered capacity as well as any conditions imposed by the HKMA.
Requirements
- Degree holder in Business/Finance, or related discipline
- At least 3 year's relevant insurance sales experience with excellent track records
- Must be registered TR [General & Long Term] with passes in IIQE papers 1, 2, 3 & 5
- Preferably registered RI [Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent
- Preferably be registered CI – CRWP (ECF-RWM)
- Demonstrates sound understanding of product features in insurance and their benefits.
- Knowledge of market trends and competitive activities in general industries; awareness of overseas markets;
- Good team player with strong interpersonal, communication, presentation skills and influencing skills
- Strong ownership with customer focus
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.
We regret only shortlisted candidates will be notified.
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