DBS Bank Recruitment 2023

The Financial Planner is responsible for developing and implementing financial plans for individual and corporate clients. This includes assessing clients' financial needs and goals, developing customized financial plans, and providing ongoing financial advice and support. The Financial Planner also works closely with other departments within the bank, such as investment banking and trust services, to provide clients with a comprehensive range of financial solutions.

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Responsibilities:

• Meet with clients to assess their financial needs and goals
• Develop and implement customized financial plans
• Provide ongoing financial advice and support to clients
• Work closely with other departments within the bank to provide clients with a comprehensive range of financial solutions
• Maintain up-to-date knowledge of financial products and services
• Conduct market research and analyze financial data

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Skills:

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Ability to work independently and as part of a team
• Proficiency in financial planning software