Branch Sales & Service Manager

Private Advertiser; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A financial consultancy firm in Singapore is seeking a professional to conduct financial analyses, collaborate with management on sales targets, and ensure compliance with regulations. The ideal candidate should hold at least a Diploma, possess RNF and CFMAS certifications, and have experience in client acquisition and account management. The position offers opportunities for engaging in marketing activities and delivering after-sales services.

Qualifications

• Minimum Diploma and above.
• RNF and CFMAS certifications.
• Client acquisition and account management experience required.
• Technical knowledge of consumer banking products is essential.

Responsibilities

• Conduct professional financial analyses and profiling sessions.
• Collaborate with branch management to develop monthly plans.
• Deliver high-quality after-sales service and manage client retention.
• Ensure compliance with regulatory requirements and internal controls.

Skills

Client acquisition and account management

Technical knowledge of consumer banking products

Sales presentations

Market analyses

Education

Minimum Diploma

Tools

RNF certification

CFMAS certification

Job description

• Conduct professional, consultative financial analyses and profiling sessions; provide regular market updates and trend analyses on local and international products.

• Collaborate with branch management to develop monthly plans to achieve/exceed sales targets; participate in marketing/promotional activities and/call on prospects.

• Deliver high-quality after-sales service; manage anti-attrition and client retention; organize and conduct sales presentations to groups and organizations; solicit referrals from internal channels.

• Ensure compliance with anti-money laundering procedures and all regulatory requirements; adhere to internal controls and external regulations.

Requirements

• Minimum Diploma and above

• RNF and CFMAS certifications

• Client acquisition and account management experience

• Technical knowledge of consumer banking products (e.g., Treasury, Equities, Funds, Insurance, etc.).