Consumer Branch Business Manager

BANK OF CHINA LIMITED; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Bank of China Limited in Singapore seeks a senior Relationship Manager team lead to drive wealth revenue and KPIs. You will oversee Recruitment, coaching, and capability-building to elevate RM performance and customer satisfaction.

You will ensure needs-based financial planning across the product suite while strictly adhering to regulations. The role requires 5+ years in financial sales, bilingual English/Chinese, and CMFAS certification.

Qualifications

• Bachelor’s degree or above from a well known university.
• Minimum of 5 years of related experience in the financial sales industry with proven track record in financial advisory.
• Strong leadership, interpersonal and people management skills; solid financial planning knowledge.
• Fluent in English and Chinese to serve Chinese-speaking customers.
• CMFAS certification: complete required modules listed.

Responsibilities

• Lead, develop and manage a team of Relationship Managers to achieve revenue targets and KPIs.
• Set sales priorities, manage pipeline, activity standards and monthly delivery.
• Coach RM performance through reviews, joint customer appointments and capability-building sessions.
• Promote holistic financial planning across the product suite.
• Ensure compliance with internal policies and external regulations.
• Drive mortgage acquisition, cross-selling and retention.
• Recruit and develop RM talents to support growth.
• Perform other duties as assigned by management.

Skills

Leadership

Wealth management

Financial sales

Team management

Customer service

Bilingual English/Chinese

Education

Bachelor's degree

Job description

Job Responsibility:

• Lead, develop and manage a team of Relationship Managers to achieve assigned wealth revenue target, financial KPIs, business quality and customer satisfaction.
• Set clear sales priorities and actively manage the team's pipeline, activity standards, conversion rates and monthly sales delivery.
• Conduct regular sales reviews, one-to-one coaching, joint customer appointments and structured capability-building sessions to raise RM performance and productivity.
• Lead and ensure Relationship Managers adhere to needs-based and holistic financial planning across various products suite.
• Ensure strict adherence and compliance to all Bank's internal policies, processes and external regulatory requirements.
• Drive mortgage acquisition business, cross-selling and retention of mortgage customers.
• Recruit and develop Relationship Manager talents to support team expansion and business growth.
• Perform other duties as assigned by management.

Job Requirements:

• Bachelor’s degree or above from well known university.
• Minimum of 5 years of related experience in the financial sales industry with proven track record in financial advisory.
• Strong understanding of financial planning and wealth management products. Strong leadership, interpersonal and people management skills.
• Strong business acumen, with a deep understanding of financial markets and products.
• Language Proficiency: Proficient in both spoken and written English and Chinese so as to serve Chinese speaking customers.
• Must pass the following CMFAS paper：
  Module 1B -Rules and Regulations for Dealing in Securities (Non SGX-ST members)
  Module 5 -Rules and Regulations for Financial Advisory Services
  Module 6 -Securities Product and Analysis
  Module 6A -Securities and Future Product Knowledge
  Module 8 -Collective Investment Schemes
  Module 8A -Collective Investment Schemes II
  Module 9 -Life Insurance and Investment – Linked Policies
  Module 9A -Life Insurance and Investment – Linked Policies II
  Certificate in Health Insurance