VP / AVP, District Financial Planning Manager, T&D, CBG & WM

Senior (6-10 years)

Technical Skills

  • Compliance
  • Economics
  • Life Insurance
  • Sales
  • Training

Job Description

VP / AVP, District Financial Planning Manager, T&D, CBG & WM

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), HKSI - Any Paper