Branch Manager

PhillipCapital; Singapore; In loco; SGD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Phillip Investor Centre is seeking a seasoned banking professional to lead a branch team in Singapore. The role combines client acquisition and service delivery with strict compliance and risk controls.

You will drive staff development, mentor team members, and ensure smooth operations for Phillip clients, including account openings and ongoing servicing. Prior supervisory experience in banking and CMFAS certifications are highly valued.

Competenze

• Branch banking experience preferred.
• Strong financial product knowledge and high integrity.
• Good business acumen with KPI focus.
• 5–8 years of experience in financial industry with 3–5 years supervisory experience preferred.
• CMFAS M1A, M5, M6, M6A, M8, M8A, M9, M9A and HI certifications preferred.

Mansioni

• Meet Wealth Management KPIs through planning, sales and teleconsulting activities.
• Promote financial literacy through seminars, corporate tie-ups and community service.
• Coach/Needs Based Conversation (NBC) role play with staff.
• Customer retention and acquisition through prompt handling of feedback/complaints.
• Ensure compliance with money laundering prevention and KYC procedures; maintain audit ratings.
• Mentor and coach branch staff to achieve KPI; manage training needs.
• Facilitate account opening and servicing for Phillip clients.

Conoscenze

Financial product knowledge

Business acumen

Supervisory experience

Customer service

Formazione

Degree in any discipline

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

Descrizione del lavoro

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)