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Affluent Team Manager - International Wealth

OCBC · Singapour

New
Senior 🇬🇧 English

Job description

About the role

As an Affluent Team Manager, you will lead and develop a team of Affluent Relationship Managers and play a key role in growing the International Wealth Affluent business. You will drive your team's business performance while building strong capabilities in customer engagement and needs-based financial planning, and coach your team to uphold the Bank's regulatory, compliance and fair dealing standards.

Key responsibilities

  • Hire, skill and coach a team of Affluent Relationship Managers to drive customer engagement focused on financial planning.
  • Ensure overall sales, upfund and upgrade targets are met.
  • Ensure a needs-based approach, compliance with the FA Act, fair dealing and adherence to internal and external regulatory requirements and policies.
  • Act as the single point of accountability for the team's overall business performance, growth and customer satisfaction.
  • Implement service initiatives in line with Customer Experience guidelines and ensure consistent service quality.

Required profile

  • Degree or diploma with at least 6 years of experience in banking and financial services, preferably with a track record in financial product sales or business management.
  • Prior team leadership, coaching or mentoring experience.
  • Sound understanding of financial planning, wealth management products and banking operations.
  • Leadership, interpersonal and people management skills, with experience developing high-performing Affluent Relationship Managers.
  • Ability to work independently and in a team.

What we offer

  • Competitive base salary.
  • A suite of flexible benefits tailored to different lifestyles.
  • Community initiatives.
  • Learning and professional development opportunities.

Questions fréquentes

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Published 9 hours ago

Expires 1 month from now

3 views · 0 interested

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OCBC

Singapour