District Financial Planning Manager, Consumer Banking Group

Senior (6-10 years)


Job Description

District Financial Planning Manager, Consumer Banking Group

Location: Hong Kong

DBS. Living, Breathing Asia.

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.


Lead and drive sales performance of frontline sales staff to achieve overall sales targets assigned for insurance

Conduct coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers

Formulate and implement sales strategies and plans with District Head & Branch Managers to optimize sales capacity and effectiveness

Make joint sales call with frontline sales staff to conduct needs analysis, and provide a broad range of life insurance product choices to suit customers’ needs

Work with branches on leads generation (i.e. teller referral, localised promotion, call leads) and sales activities

Support branches to provide superior service to bancassurance customers in accordance with the Bank’s required service standards

Ensure sales force with full compliance on both external regulatory codes/ordinance & internal compliance policies, standards, guidelines & procedures


Degree holder, preferably in Economics, Finance or related discipline; 

Must be registered RI  [ Regulated Activities: Type 1 & 4 ] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent; and

Must be registered TR [ General & Long Term (incl. linked long term) ] with passes in IIQE papers 1, 2, 3 & 5; or equivalent

CFP and FLMI designation would be an advantage

Minimum 6 years’ sales or support experience in bancassurance / insurance field, with solid experience in leading / supporting sales team in financial institution

Prior working experience in the Banking industry highly preferable

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.

Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelBachelor
QualificationCertified Financial Planner (CFP), Fellow, Life Management Institute (FLMI)