Affluent Team Manager - International Wealth
OCBC · Singapour
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.
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Published 9 hours ago
Expires 1 month from now
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OCBC
Singapour
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