International Wealth - Affluent Team Manager

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

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning and professional development

Community initiatives

Job summary

OCBC Group in Singapore is seeking an experienced Affluent Team Manager to lead and grow a team of Affluent Relationship Managers, delivering high-quality customer engagement and financial planning services to affluent clients.

You will coach and develop ARMs, drive revenue growth, and ensure adherence to FA Act, Fair Dealing and internal policies while maintaining exceptional service standards across the wealth advisory franchise.

Qualifications

• Degree or Diploma with at least 6 years of banking/financial services experience.
• Proven track record in team leadership, coaching or mentoring.
• Strong knowledge of financial planning and wealth management products.

Responsibilities

• Hire, train, and coach a team of Affluent Relationship Managers to drive customer engagement.
• Meet sales, upfund and upgrade targets while maintaining service quality.
• Ensure needs-based advisory approach compliant with FA Act and regulations.
• Uphold regulatory standards and deliver consistent customer experience.

Skills

Leadership

Coaching

People management

Customer engagement

Financial planning

Wealth management

Education

Degree or Diploma

Job description

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 UsAs 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 teamWhat 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.