Branch Manager/ Investment Associate/ Fintech

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

TRUST RECRUIT PTE. LTD. in Singapore seeks a strategic Branch Leader to own KPI performance, shape local business strategy, and ensure compliance with financial industry regulations.

You will lead client relationships, develop teams, monitor performance, and collaborate with marketing, product, and tech to drive growth and engagement, including events and education sessions for high-net-worth clients. The role requires a hands-on manager capable of coordinating across operations, risk, and sales

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.
• 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.

Job description

Job Descriptions

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.