Affluent Wealth Team Lead – Growth & Coaching

OCBC Group; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits and learning

Professional development opportunities

Supportive, collaborative culture

Job summary

OCBC Group in Singapore is seeking an experienced Affluent Team Manager to lead and develop a team of Affluent Relationship Managers. You will drive customer engagement and needs-based financial planning to grow business across the wealth segment.

You will coach ARMs, ensure achievement of sales targets, uphold FA Act compliance, and maintain high service quality and regulatory adherence in a dynamic banking environment.

Qualifications

• Degree or Diploma with at least 6 years of experience in the banking and financial services industry.
• Prior team leadership, coaching or mentoring experience is required.
• Sound understanding of financial planning, wealth management products as well as banking operations.
• Strong leadership, interpersonal and people management skills with the ability to relate and manage all levels of staff and has relevant experience in development of high-performing ARMs.
• Possess initiative, drive and ability to work independently as well as in a team.

Responsibilities

• Hiring, skilling and coaching a team of Affluent Relationship Managers (ARMs) to actively drive customer engagement activities focusing on financial planning.
• Ensure overall sales, upfund and upgrade targets are met.
• Ensure needs-based approach, comply with FA Act, Fair Dealing and adhere to both internal and external regulatory requirements and policies.
• Act as a single point of accountability, responsible for the overall business performance, growth and customer satisfaction.
• Adhere to all bank's compliance standards.
• Implement service initiatives (in accordance with the Customer Experience guidelines) and ensure consistency of service quality and delivery.

Job description

OCBC Group in Singapore is seeking an experienced Affluent Team Manager to lead and develop a team of Affluent Relationship Managers. You will drive customer engagement and needs-based financial planning to grow business across the wealth segment.

You will coach ARMs, ensure achievement of sales targets, uphold FA Act compliance, and maintain high service quality and regulatory adherence in a dynamic banking environment.