Wealth Business Manager (Global Consumer Financial Services)

OCBC; Singapore; On-site; SGD 120,000 - 160,000; Full time

Job summary

OCBC in Singapore invites applications for a Wealth Sales Manager to lead a team of Wealth Portfolio Specialists in a phone-based advisory environment, guiding customer interactions and sales execution. You will influence outcomes through coaching, data-driven decisions and a focus on compliant, customer-centric service.

You’ll shape strategies, mentor talent, and collaborate with stakeholders to strengthen pipelines and grow wealth and insurance solutions while upholding risk standards.

Qualifications

• Minimum 5 years of relevant experience in banking, insurance sales or financial services.
• Strong leadership track record driving team performance.
• Excellent communication and interpersonal skills.
• Demonstrated ability to develop people and manage performance.

Responsibilities

• Lead, coach and develop a team of Wealth Portfolio Specialists in a tele consulting environment.
• Drive achievement of financial KPIs and individual/team scorecards.
• Model effective sales conversations and customer engagement behaviors.
• Balance hands-on sales with people leadership to ensure sustainable performance.
• Ensure adherence to regulatory requirements and internal governance standards across activities.
• Collaborate with internal stakeholders to execute business plans and improve sales outcomes.
• Grow pipelines via referrals, campaigns, and cross-team collaboration.

Skills

Leadership experience

Communication skills

Customer focus

People development

Education

Bachelor’s degree in Business or Finance

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.

Wealth Sales Manager

What This Role Is About

• As a Wealth Business Manager, you play a key leadership role in shaping how customers experience our bank, and how your team grows and succeeds.

• You’ll lead a team of Wealth Portfolio Specialists in an office based, tele consulting environment, supporting them to engage customers confidently, responsibly, and effectively. At the same time, you’ll work closely with internal stakeholders to grow business pipelines, strengthen customer outcomes, and build a high performing, future ready team.

• In addition to leading and developing the team, you will actively engage customers and market wealth and insurance solutions, demonstrate best in class sales behaviours and serving as a role model for your team.

• The Wealth Business Manager role carries both individual and team performance accountabilities, measured through clearly defined scorecards aligned to business outcomes, customer experience and risk standards.

• This role goes beyond hitting numbers, it’s about building people, developing capabilities, and creating a culture where good performance and good customer outcomes go hand in hand.

What You’ll Be Doing

• Lead, coach and develop a team of Wealth Portfolio Specialists to drive strong tele consulting effectiveness, productivity and achievement of financial KPIs

• Deliver against individual sales and activity scorecards, while holding overall accountability for team scorecards and collective performance outcomes

• Role model effective sales conversations, objection handling and customer engagement behaviours to raise overall team capability and confidence

• Balance hands on sales contribution with people leadership responsibilities, ensuring sustainable performance and strong customer outcomes

• You bring curiosity, business sense and innovation together. Using insights, experimentation and practical ideas to grow the business while keeping customer outcomes front and centre.

• Manage risk effectively by ensuring adherence to regulatory requirements, internal policies and governance standards across all tele consulting activities

• Work closely with the Wealth Portfolio Specialist, and internal stakeholders to execute business plans and improve sales and conversion outcomes

• Drive customer acquisition and lead generation through participation in sales roadshows, customer events and outreach activities

• Develop and implement team level strategies to improve call quality, customer engagement and overall performance, using data and insights to guide decisions

• Grow business pipelines through internal referrals, campaigns, partnerships and cross team collaboration

• Build and scale the Team by hiring, onboarding and retaining quality talent from banks, financial institutions and approved recruitment partners

• Partner internal recruitment teams and represent OCBC at career booths, career talks and engagement sessions at Polytechnics and Universities

Who You’ll Enjoy This Role With

• You enjoy leading from the front, setting clear directions, coaching your team, and rolling up your sleeves when needed.

• This role is suitable for you if you:

• Have strong people leadership experience and enjoy developing others

• Are confident driving business results while keeping customer outcomes front and centre

• Are comfortable working in an office based, tele consulting environment

• Enjoy collaborating across teams to solve problems and identify growth opportunities

• Balance commercial mindset with sound judgement, discipline and accountability

What We Look For

• Degree in Business, Finance or a related discipline

• Minimum 5 years of relevant experience in banking, insurance sales or financial services

• Strong track record in leading teams and driving business performance

• Good understanding of banking and wealth products

• Clear, confident communicator with the ability to build trust and influence others

• A resilient and collaborative leader who is focused on customer experience and people development

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.