International Private Bank - Team Head

BDO Unibank; Singapore; On-site; SGD 180,000 - 300,000; Full time

Benefits offered by this job

Equal opportunity employer

Job summary

BDO Unibank seeks a Private Banking Team Head or RM Head to lead Relationship Managers in achieving sales targets and growing assets under management for high net worth clients. You will drive strategic plans, communicate company goals, and provide ongoing coaching and support to build a high-performing team.

The role emphasizes leadership, market knowledge, and strong client relationship skills to deliver excellent service and competitive results, with a focus on regulatory compliance and

Qualifications

• Minimum of 10 years banking experience in relationship management, sales, portfolio management or customer service in a fast-paced environment
• At least 5 years in senior management capacity
• Professional certifications: CACS I/II and CMFAS M1B/M5/M6/M6A/M8/M8A

Responsibilities

• Lead and manage Relationship Managers to achieve sales targets and grow assets under management
• Articulate company goals and strategies to align team efforts
• Monitor RM performance and implement corrective actions as needed
• Coach RMs through feedback, guidance and ongoing support
• Develop career progression plans and build a strong RM talent pipeline
• Drive acquisition, cross-selling, and client retention through branch products and services
• Maintain high service standards and positive customer experiences

Skills

Leadership

Relationship management

Sales targets

Team coaching

Strategic planning

Education

CACS I & II certified; CMFAS M1B/M5/M6/M6A/M8/M8A

Job description

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A Private Banking Team Head or RM Head leads and manages Relationship Managers to achieve sales targets, grow assets under management, and deliver excellent customer service to high net worth clients through tailored investment strategies and effective team leadership.

Responsibilities

• Manage Relationship Managers (RMs) to achieve key performance targets and sales goals
• Communicate company goals and business strategies proactively to align team efforts and formulate strategic plans
• Follow up on critical updates, clarify team needs, and provide necessary support
• Monitor RM performance against targets and implement corrective actions for underperformance
• Coach RMs by delivering constructive feedback, guidance, and ongoing support to enhance skills and results
• Develop and communicate clear career progression plans to RMs, fostering talent growth within the Bank
• Implement measures to build and maintain a strong RM talent pipeline internally
• Foster teamwork within the team and across cross-functional groups, resolving conflicts promptly and fairly
• Serve as a role model and ambassador for the BDO Brand, exemplifying leadership standards
• Champion BDO initiatives actively within the team and the community served
• Drive sales growth through effective use of the Center’s distribution channels and support cost management in sales activities
• Execute competitive sales and performance strategies including acquisition, cross-selling, market penetration, and client retention
• Analyze business results and cascade insights to the team to inform actions
• Stay informed on market trends and competitor activities to maintain competitive advantage
• Support new product launches and marketing program development and implementation
• Lead marketing efforts for branch products and services to increase visibility and sales
• Build and maintain strategic relationships within the assigned area to enhance franchise profile and generate new business opportunities
• Drive delivery of positive customer experiences by the RM team, ensuring high service standards
• Address escalated customer issues or complaints promptly and efficiently
• Ensure appropriate escalation of issues to Head Office when necessary
• Engage with new or valued customers alongside Relationship Managers to strengthen relationships
• Participate in recruitment by referring candidates and conducting interviews for team vacancies
• Oversee onboarding processes to integrate new hires effectively into the team
• Identify and communicate training and certification needs aligned with sales career development, and monitor compliance with training requirements
• Monitor team adherence to Bank policies and regulatory requirements
• Support administrative investigations and disciplinary actions involving team members as needed
• Oversee team compliance with sales and operational policies to manage risks and achieve excellent audit ratings
• Maintain robust Know Your Customer (KYC) standards in accordance with policy and local regulations
• Report suspicious or unusual transactions timely as required by regulations
• Ensure adherence to appropriate sales practices at all times
• Perform additional duties as assigned to support team and organizational goals

Qualifications:

• Minimum of 10 years banking experience in relationship management, sales, portfolio management or customer service with exposure to a fast‑paced and dynamic business environment where 5 years are in senior management capacity
• Proven and successful experience in prospecting and lead generation, leading to a business’s revenue generation and increased productivity as well asexperience establishing and managing prospect databases
• Proven ability to identify potential for valuable long‑term relationships with customers hence encouraging retention of their business and therefore, extended revenuegeneration and profitability from such revenues
• Professional Certification & Licenses:CACS certified CACS I and II,CMFAS certified: M1B, M5, M6, M6A, M8, M8A

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 28998

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