Branch Manager

Phillip Capital Inc.; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Phillip Investor Centre in Singapore is hiring for a supervisory role in branch banking. The position focuses on business planning and execution, client acquisition and service delivery, and ensuring adherence to AML/KYC controls.

You will mentor branch staff, manage training needs, oversee account opening and servicing, and maintain audit standards. Requirements include branch banking experience, solid financial product knowledge, strong integrity, business acumen, and 5–8 years in financial

Qualifications

• Candidate with Branch Banking experience is 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 CMFAS M1A, M5, M6, M6A, M8, M8A, M9, M9A and HI preferred.

Responsibilities

• Meet KPI through planning, sales and teleconsulting activities.
• Promote financial literacy via seminars, corporate tie-ups, and community involvement.
• Coaching and NBC role play to develop staff capabilities.
• Customer retention and acquisition via prompt handling of feedback/complaints.
• Ensure compliance with AML/KYC procedures and regulatory controls.
• Mentor and coach branch staff to achieve KPI; manage training needs.
• Facilitate account opening and servicing for Phillip clients.

Skills

Branch Banking experience

Financial product knowledge

Business acumen

Supervisory experience

Integrity

Education

Degree in any discipline

CMFAS M1A, M5, M6, M6A, M8, M8A, M9, M9A and HI certifications

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 & Execution

• Meet 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 Delivery

• Customer retention and acquisition efforts through prompt handling of clients’ feedback/complaints.

Compliance and Control

• To 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 Management

• Proactive mentoring and coaching of all branch staff to achieve branch KPI
• Manage training/development needs of staff

Operations and Support

• Facilitate 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

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)

We regret that only shortlisted candidates will be notified.