Branch Business Manager

PhillipCapital; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Phillip Investor Centre in Singapore seeks an experienced banking professional to lead branch operations, drive wealth management initiatives and promote financial literacy.

You will coach staff to achieve KPIs, ensure compliant client onboarding, and enhance customer service through effective oversight of processes and risk controls.

Requirements: 5–8 years in financial services, 3–5 years in supervision, degree in any discipline and CMFAS M1A/M5/M6/M6A/M8/M8A/M9/M9A and HI certifications.

Qualifications

• 5 to 8 years of working experience in financial industry with supervisory experience is preferred.
• CMFAS M1A, M5, M6, M6A, M8, M8A, M9, M9A and HI certifications preferred.
• Good financial product knowledge and high integrity are required.

Responsibilities

• Business planning & execution to meet Wealth Management KPIs.
• Promote financial literacy through seminars, tie-ups, and community involvement.
• Coaching / NBC role plays to improve client conversations.
• Deliver customer service and monitor branch service standards.
• Drive customer retention and acquisition through prompt handling of feedback/ complaints.
• Ensure compliance with money laundering prevention and KYC procedures.
• Comply with rules and controls including Fair Dealing and Balance Scorecard; maintain audit rating.
• Proactive mentoring and coaching of branch staff to achieve KPI targets.
• Manage training and development needs of staff.
• Facilitate account opening and servicing for Phillip clients.

Skills

Branch banking experience

Customer service

Financial product knowledge

People management

Regulatory compliance

Education

Degree in any discipline

Job description

Phillip Investor Centre is a one-stop financial hub, with 12 Investor Centres strategically located in neighbourhoods around Singapore. We offer holistic financial solutions which includes wealth management advisory service as well as global stocks and fixed income instruments.

• Key Roles and Responsibilities:Business Planning & ExecutionMeet Wealth Management Key Performance Indicators (KPIs) through different aspects of planning (business acquisition activities, sales and teleconsulting activities, and tracking)
• Promote financial literacy in the neighbourhood through regular seminars, corporate tie-ups, and community service involvement.
• Coaching / Needs Based Conversation (NBC) role play
• Customer Service Experience DeliveryOngoing monitoring branch service standards.
• Customer retention and acquisition efforts through prompt handling of clients’ feedback/complaints.
• Compliance and ControlTo comply with all applicable money laundering prevention procedures and Know Your Client Procedures.
• Ensure compliance with all rules, regulations and controls, including Fair Dealing outcomes, Balance Scorecard etc.
• Responsible for achieving and maintaining satisfactory audit rating.
• People ManagementProactive mentoring and coaching of all branch staff to achieve branch KPI
• Manage training/development needs of staff
• Operations and SupportFacilitate Account Opening and Servicing for all Phillip Clients
• Requirements:Candidate with Branch Banking experience are preferred.
• Possess good financial product knowledge and high integrity
• Possess good business acumen
• 5 to 8 years of working experience in financial industry with at least 3 to 5 years of supervisory experience is preferred
• Degree in any discipline with certifications in CMFAS M1A, M5, M6, M6A, M8, M8A, M9, M9A and HI preferred