SVP/VP, Business Director of Financial Planning & Advisory, Consumer Banking Group

Business Function

As the leading bank in Asia, DBS Consumer Banking Group (CBG) is in a unique position to help our customers realise their dreams and ambitions. We maintain a full spectrum of financial products and services—including deposits, investments, insurance, mortgages, and credit facilities—tailored to support our customers at every life stage. The Retail Platform Business Director plays a pivotal role in driving our retail strategy, ensuring operational excellence, and leading high-performing teams to deliver market-leading financial solutions.

Responsibilities

• Strategic Leadership: Develop and execute the business strategy for the retail platform, aligning goals with CBG’s overall mission to enhance market share, revenue, and customer engagement.
• Team Management & Coaching: Provide strategic direction, mentorship, and coaching to a team of Team Heads. Foster a culture of excellence, high performance, and continuous development across the entire business unit.
• Business Performance & P&L Accountability: Serve as the overall accountable leader for the unit’s P&L, budget management, and business quality. Monitor key performance indicators (KPIs) to ensure targets are met sustainably.
• Operational Excellence & Governance: Ensure all business activities adhere strictly to internal policies, regulatory requirements, the Financial Advisers Act, and Fair Dealing principles. Maintain high standards of operational, compliance, and risk management.
• Customer Centricity: Drive a needs-based, customer-centered approach to financial planning. Champion innovation and service quality to maximize customer satisfaction and loyalty.
• Stakeholder Management: Collaborate effectively with senior stakeholders across internal product, digital, and support units to optimize resource allocation, drive marketing strategies, and improve overall business effectiveness.
• Data-Driven Strategy: Leverage advanced AI capabilities and data analytics to uncover deep customer insights, make informed strategic decision-making, and scale hyper-personalized engagement across the retail platform.

Requirements

• Experience: A good degree with at least 10+ years of experience in the financial services industry, with a substantial track record in managing large-scale, complex financial advisory businesses.
• Leadership: Demonstrated leadership capabilities in managing managers (managing-the-managers) and developing high-performing, large-scale relationship management organizations.
• Financial Acumen: Deep expertise in P&L management, business costing, and the development/execution of multi-channel business marketing strategies.
• Industry Knowledge: Comprehensive understanding of wealth management, financial planning products, and banking operations.
• Regulatory Knowledge: Strong appreciation of the regulatory landscape (e.g., FA Act, MAS guidelines). Relevant professional qualifications (e.g., CMFAS modules, CFP, CFA, or similar) are highly preferred.
• Interpersonal Skills: Exceptional communication, interpersonal, and stakeholder management skills; ability to navigate complex organizational structures and influence at senior levels.

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

Location:
CBG SG Distribution Management

Job:
Relationship Management

Schedule:
Regular

Employee Status:
Full time

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Tagged as: Data Analysis, Financial Modeling