Consumer Branch Customer Service Manager(Sales)

BANK OF CHINA LIMITED; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

BANK OF CHINA LIMITED in Singapore seeks a Wealth Management Lead to guide a team of Relationship Managers and drive wealth sales targets.

The role emphasizes compliance, cross-functional collaboration, and client service; requires 5+ years in wealth management and bilingual English/Chinese. CMFAS modules and related certifications are required for regulatory readiness.

Qualifications

• Bachelor’s degree or above from well known university.
• Minimum of 5 years of related experience.
• Strong analytical skills, excellent communication and coordination abilities, proven leadership and team management skills, strong risk control awareness.
• Strong business acumen, with a deep understanding of financial markets and products.
• Language Proficiency: Proficient in both spoken and written English and Chinese.
• Must pass 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

Responsibilities

• Lead, mentor, and motivate a team of Relationship Managers to meet wealth targets.
• Develop and implement departmental objectives aligned with strategy, while optimizing workflows and ensuring compliance.
• Maintain effective communication with business units, providing support for operations.
• Advise business lines on organizational and HR issues impacting management efficiency.
• Ensure all sales activities comply with policies and regulatory requirements.
• Strengthen staff training to improve competencies and sales capabilities.
• Manage new residential mortgage loan applications and service for existing clients.
• Build strong client relationships and address complaints, escalate when needed.
• Perform other duties as assigned by management.

Skills

Leadership

Team management

Communication

Regulatory compliance

Client relationship management

Bilingual English/Chinese

Financial markets knowledge

Education

Bachelor’s degree or above

Tools

CMFAS modules

Job description

Job Responsibility:

• Lead, mentor, and motivate a team of Relationship Managers to achieve the wealth management sales targets assigned by the head office while fostering a service-oriented customer experience.
• Develop and implement departmental objectives aligned with the bank’s strategic goals, while optimizing workflows and ensuring regulatory compliance.
• Maintain effective communication with business units, providing comprehensive support to ensure the smooth execution of related operations.
• Advise business lines on critical organizational and human resources issues that impact management efficiency.
• Ensure that all sales activities adhere to internal branch policies and external regulatory requirements.
• Strengthen staff management and training programs to continuously improve the professional competencies and sales capabilities of wealth management advisors.
• Manage new residential mortgage loan applications and provide ongoing service and relationship management for existing mortgage clients.
• Build and maintain strong client relationships, promptly address customer complaints, and elevate complex issues to senior management as needed.
• 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.
• Strong analytical skills, excellent communication and coordination abilities, proven leadership and team management skills, strong risk control awareness.
• 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