International Wealth - Affluent Team Manager

OCBC (Singapore); Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

OCBC Bank invites applications for an Affluent Team Manager to lead and develop a team of Affluent Relationship Managers and grow the International Wealth Affluent business.

You will drive performance, coach your team on financial planning and wealth management, ensure needs-based engagement, and uphold FA Act, Fair Dealing and regulatory standards. In this role you will hire, mentor and guide ARMs, delivering compliant customer experiences.

Qualifications

• Degree or Diploma with at least 6 years in banking/financial services, with track record in financial product sales or business management.
• Prior team leadership or coaching/mentoring experience is required.
• Strong knowledge of financial planning, wealth management products and banking operations.
• Leadership and people management skills to relate to all staff levels and develop high-performing ARMs.
• Initiative, drive and ability to work independently as well as in a team.

Responsibilities

• 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 internal and external regulatory requirements.
• 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 and ensure consistency of service quality and delivery.

Skills

Team leadership

Coaching

People management

Financial planning

Wealth management

Customer engagement

Interpersonal skills

Education

Degree or Diploma

Job description

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.