Branch Manager - Brokerage / Fintech (Basic + AWS + VB + KPI Bonus) HSW

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a Branch Manager to oversee operations and drive client engagement. The ideal candidate will have 5-8 years of experience in financial services, focusing on retail brokerage and wealth management. Responsibilities include managing KPIs, leading a team, and fostering strong client relationships. This role requires strong leadership skills and compliance knowledge, with opportunities for growth in a dynamic, multicultural environment.

Qualifications

• 5–8 years of experience in financial services, including retail brokerage or wealth management.
• Strong leadership skills and experience managing retail store associates.
• Deep understanding of financial markets, trading platforms, and investment products.

Responsibilities

• Take ownership of branch KPIs and implement local business strategy.
• Oversee daily operations ensuring compliance and efficiency.
• Lead client relationship management to enhance service quality.

Skills

Leadership

Client relationship management

Problem-solving

Project management

Communication

Education

Required certifications (RES5, CM-EIP, CM-SIP, M8, and M8A)

Job description

Responsibilities

1. Business Strategy & KPI Ownership

• Take full ownership of branch KPIs.
• Drive local business strategy to meet financial, operational, and growth targets.
• Adapt quickly to market conditions and regulatory changes.

2. Operations & Compliance

• Oversee and optimize daily operations, ensuring efficiency and strict compliance with financial industry regulations.
• Improve in-store workflows and service delivery standards.
• Coordinate with legal and compliance teams to ensure branch operations align with internal and regulatory requirements.

3. Client Relationship Management

• Lead the team in building and maintaining strong, trust‑based relationships with clients.
• Resolve client issues efficiently with a focus on in‑person service excellence.
• Organize client engagement events and investment education sessions to enhance retention and upselling opportunities.

4. Team Leadership & Development

• Recruit, train, and manage high‑performing sales and support teams.
• Foster a results‑driven and positive workplace culture.
• Design and implement systematic training programs for compliance, product knowledge, and client servicing.

5. Performance Monitoring & Analysis

• Track branch KPIs such as client growth, sales performance, and customer satisfaction.
• Generate actionable insights from performance metrics and market trends.
• Collaborate cross‑functionally (marketing, product, tech) to refine go‑to‑market strategies.

6. Marketing & Community Engagement

• Support and lead in‑store promotional events, workshops, and roadshows.
• Partner with marketing teams on brand positioning and customer outreach.
• Represent in cross‑brand collaborations to attract high‑net‑worth individuals (HNWIs) and strategic partners.

Requirements

• 5–8 years of experience in financial services, including retail brokerage, wealth management, or in‑store financial sales
• Proven experience in managing physical store operations and frontline teams.
• Strong leadership skills with the ability to motivate and guide teams toward performance goals.
• Managing retail store associates, experience in managing retail staff or bank ground staff
• Deep understanding of financial markets, trading platforms, and investment products.
• Knowledge of compliance requirements relevant to the country of operation.
• Holds required certifications (RES5, CM‑EIP, CM‑SIP, M8 and M8A) is essential for this role; however, the company will sponsor you to obtain the license.
• Willingness to work shifts, including weekends and public holidays.
• Experience working in high‑growth or start‑up environments.
• Exposure to global teams and multicultural settings.
• Project management and problem‑solving skills.
• Demonstrated ability to drive cross‑departmental initiatives.
• Result‑oriented, self‑motivated with the ability to work under pressure and be a team player.

HOW TO APPLY

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

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