International Wealth - Affluent Team Manager

OCBC; Singapore; On-site; SGD 110,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development

Job summary

OCBC invites an experienced Affluent Team Manager to lead and develop a team of Affluent Relationship Managers and grow our International Wealth Affluent business.

You will drive your team's performance, coach on financial planning, and ensure a high-quality customer experience while upholding regulatory standards and fair dealing guidelines.

This role offers a competitive base salary with holistic benefits and strong opportunities for professional development within a vibrant banking group.

Qualifications

• Degree or Diploma with at least 6 years in banking/financial services, preferably in financial product sales or business management.
• Prior team leadership, coaching or mentoring experience is required.
• Sound understanding of financial planning and wealth management products.

Responsibilities

• Hire, skill and coach a team of Affluent Relationship Managers to drive customer engagement in financial planning.
• Ensure overall sales, upfund and upgrade targets are met.
• Adhere to FA Act, Fair Dealing and internal/external regulatory requirements and policies.
• Be the single point of accountability for business performance, growth and customer satisfaction.
• Implement service initiatives and ensure consistent service quality.

Skills

Team leadership

Relationship management

Financial planning

People management

Regulatory compliance

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 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.