International Wealth - Affluent Team Manager

OCBC Bank; Singapore; Sur place; SGD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Competitive base salary

Flexible benefits and learning

Professional development opportunities

Supportive, collaborative culture

Résumé du poste

OCBC Group in Singapore is seeking an experienced Affluent Team Manager to lead and develop a team of Affluent Relationship Managers. You will drive customer engagement and needs-based financial planning to grow business across the wealth segment.

You will coach ARMs, ensure achievement of sales targets, uphold FA Act compliance, and maintain high service quality and regulatory adherence in a dynamic banking environment.

Qualifications

• Degree or Diploma with at least 6 years of experience in the banking and financial services industry.
• Prior team leadership, coaching or mentoring experience is required.
• Sound understanding of financial planning, wealth management products as well as banking operations.
• Strong leadership, interpersonal and people management skills with the ability to relate and manage all levels of staff and has relevant experience in development of high-performing ARMs.
• Possess initiative, drive and ability to work independently as well as in a team.

Responsabilités

• Hiring, skilling and coaching a team of Affluent Relationship Managers (ARMs) to actively drive customer engagement activities focusing on financial planning.
• Ensure overall sales, upfund and upgrade targets are met.
• Ensure needs-based approach, comply with FA Act, Fair Dealing and adhere to both internal and external regulatory requirements and policies.
• Act as a single point of accountability, responsible for the overall business performance, growth and customer satisfaction.
• Adhere to all bank's compliance standards.
• Implement service initiatives (in accordance with the Customer Experience guidelines) and ensure consistency of service quality and delivery.

Description du poste

WHO WE ARE:

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

Why Join Us

As an Affluent Team Manager, you will have the opportunity to lead and develop a team of Affluent Relationship Managers and play a key role in growing our International Wealth Affluent business. You will be responsible for driving your team's business performance while building strong capabilities in customer engagement and needs-based financial planning. Beyond delivering business outcomes, you will coach and develop your team to provide a consistent and high-quality customer experience while upholding the Bank's regulatory, compliance and fair dealing standards.

What You Do

• Hiring, skilling and coaching a team of Affluent Relationship Managers (ARMs) to actively drive customer engagement activities focusing on financial planning.
• Ensure overall sales, upfund and upgrade targets are met.
• Ensure needs-based approach, comply with FA Act, Fair Dealing and adhere to both internal and external regulatory requirements and policies.
• Act as a single point of accountability, responsible for the overall business performance, growth and customer satisfaction.
• Adhere to all bank's compliance standards.
• Implement service initiatives (in accordance with the Customer Experience guidelines) and ensure consistency of service quality and delivery.

Who You Are

• Degree or Diploma with at least 6 years of experience in the banking and financial services industry, preferably with a good track record in financial product sales or business management
• Prior team leadership, coaching or mentoring experience is required
• Sound understanding of financial planning, wealth management products as well as banking operations
• Strong leadership, interpersonal and people management skills with the ability to relate and manage all levels of staff and has relevant experience in development of high-performing ARMs
• Possess initiative, drive and ability to work independently as well as in a team

What we offer:

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry-leading learning and professional development opportunities.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
• Let's build the bank we need for the future we want.
• Find the best version of yourself in a friendly, supportive team.
• Build lasting value in your community.
• Help people grow their assets, business, and investments.
• Take your learning as far as you can.
• Or simply enjoy a vibrant, future-ready career.
• Your Opportunity Starts Here

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.