Branch Manager – Wealth Management & Compliance

PhillipCapital; Singapore; Sur place; SGD 90 000 - 130 000; Plein temps

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Financial product knowledge

Business acumen

Supervisory experience

Customer service

Formation

Degree in any discipline

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

Description du poste

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.