Branch Manager (Investment Associate/ Brokerage/ Fintech)

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A recruitment agency in Singapore seeks a dynamic Branch Manager to drive business strategy and lead client relationship management. The successful candidate will take ownership of branch KPIs, oversee daily operations, and develop high-performing teams. Responsibilities include adapting to market conditions, ensuring compliance with regulations, and organizing client engagement events. Exceptional skills in client service and strategic marketing are essential. Join a fast-paced environment where you can make a significant impact.

Qualifications

• Strong ability in managing client relationships and resolving issues.
• Proven experience in team management and training.
• Expertise in monitoring performance metrics and generating insights.

Responsibilities

• Lead the team in client relationship management and service delivery.
• Oversee daily operations ensuring compliance with regulations.
• Drive business strategy and track branch KPIs.
• Recruit and develop high-performing teams for optimal performance.
• Engage with clients through events and educational sessions.

Skills

Client relationship management

Team leadership

Performance monitoring

Business strategy

Compliance oversight

Marketing and community engagement

Job description

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.

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.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Lee Jun Siong (Johnson)

EA Personnel Reg No: R24120242