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Premier Private Client (PPC) – Desk Head (North Asia)

OCBC Bank

Singapore

On-site

SGD 60,000 - 80,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a Desk Head for their Premier Private Client segment. In this pivotal role, you will lead a team to achieve sales and service excellence while driving profit and growth targets. Your responsibilities will include coaching staff, managing client acquisition efforts, and ensuring compliance with banking regulations. This position offers the opportunity to make a significant impact in a dynamic environment, where your leadership and strategic vision will be crucial in expanding the Assets Under Management and enhancing client experiences. Join a forward-thinking organization that values initiative and teamwork, and help shape the future of private banking.

Qualifications

  • 10+ years in banking with a strong sales and team management track record.
  • Creative, initiative-driven, and capable of working independently.

Responsibilities

  • Coach and motivate staff to optimize financial contributions.
  • Manage operations risk and ensure compliance with regulations.

Skills

Team Management
Financial Product Sales
Interpersonal Skills
Communication Skills
Analytical Skills
Leadership Qualities

Education

University Degree

Job description

Job Description

Description

As a Desk Head with Premier Private Client (PPC), you are expected to:

  • Provide coaching, mentorship and motivation of staff to optimize financial contribution to Premier Private Client, enabling them to achieve their full potential in sales and service excellence.
  • Contribute to the bottom line of Premier Private Client segment through the accomplishment of profit and growth targets.
  • Establish acquisition networks to expand acquisition efforts to build up the Assets Under Management (AUM) within the PPC team.
  • Host client acquisition events and other similar initiatives.
  • Implement service initiatives (in accordance with the Customer Experience guidelines) and ensure consistency of service quality and delivery.
  • Support projects in delivering new initiatives for the business.
  • Ensure that Client Advisors (CAs) adhere to the Bank’s compliance and regulatory requirements.
  • Manage operations risk and ensure that the Bank’s operational standards and requirements are adhered to.

Qualifications:

  • At least 10 years' experience in the banking and financial services industry with a strong track record in financial product sales and team management.
  • Good track record in effective team management.
  • University degree.
  • Strong interpersonal, communication and analytical skills.
  • Effective management skills with strong leadership qualities.
  • Possess initiative, drive and ability to work independently as well as in a team.
  • It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team.
Primary Location
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: Relationship Management
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