Wealth Centre Manager (Global Consumer Financial Services)

OCBC Bank; Singapore; Sur place; SGD 180 000 - 260 000; Plein temps

Avantages offerts par ce poste

Competitive base salary

Flexible benefits

Professional development opportunities

Wellbeing and work-life programs

Résumé du poste

OCBC Bank is seeking a dynamic leader to groom the next generation of bankers within our Wealth Management team in Singapore. You will oversee the Wealth Centre operations, Tele-consulting teams, and drive aggressive business development while maintaining strict regulatory compliance and delivering outstanding customer experiences.

The role is based in-office with a focus on leading sales performance, client relationships, and team growth in a fast-paced financial services environment.

Qualifications

• Dynamic leader with strong sales acumen in wealth products.
• Proven people-management skills and capacity to drive customer-centric growth.
• Commitment to delivering exceptional customer experiences while ensuring regulatory compliance.

Responsabilités

• Drive the performance of Wealth Business Managers to consistently exceed KPIs.
• Lead daily sales management activities, setting and agreeing on sales targets and conducting performance appraisals with the Deputy Cluster Manager.
• Monitor, evaluate, and track sales results using MI reports to drive continuous improvement.
• Identify new market opportunities and customer segments to support business growth.
• Develop credible resources and platforms to empower sales teams for effective customer engagement.
• Participate in recruitment to build a strong, capable sales team.
• Conduct regular training sessions to keep the team updated on tools, techniques, and market information.
• Identify competency gaps and implement upskilling programs to improve productivity and product proficiency.
• Maintain and grow relationships with profitable customers through events and direct engagement.
• Collaborate with Sales Teams to ensure high customer satisfaction and gather feedback for service improvements.
• Lead recruitment and sourcing to attract top sales talent and optimize area resources for better lead generation.
• Ensure full compliance with internal policies and regulatory guidelines.

Description du poste

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. 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.

What This Role Is About

If you enjoy leading and grooming the future generation of bankers, driving business development, engaging with people, continuously learning, and helping junior managers grow and excel, this role could be a great fit for you. This role demands a dynamic leader with strong sales acumen in wealth products, excellent people management skills, and a commitment to delivering exceptional customer experiences while driving business growth. As a pivotal leader within our Wealth Management team, you will be based in an office environment, overseeing the business performance of our Wealth Centre, Tele-consulting teams, driving aggressive Business Development, ensuring operational efficiency, and maintaining strict regulatory compliance. You will drive the strategic execution of retail and wealth management sales, develop robust Wealth Centre leadership, and ensure the highest standards of customer experience.

What You’ll Be Doing

Sales Leadership and Performance Management

• Drive the performance of Wealth Business Managers to consistently exceed overall KPIs.
• Lead daily sales management activities, setting and agreeing on sales targets and conducting performance appraisals in collaboration with the Deputy Cluster Manager (DCM).
• Monitor, evaluate, and track sales results using division Management Information (MI) reports to ensure continuous improvement.

Business Development and Market Expansion

• Identify new market opportunities and customer segments within the area to support business growth.
• Develop credible resources and platforms to empower sales teams for effective customer engagement and sales.
• Actively participate in recruitment efforts to build a strong, capable sales team.

Training and Competency Development

• Conduct regular training sessions to keep sales team updated on the latest tools, techniques, and market information, fostering a culture of continuous learning.
• Identify competency gaps among sales staff and proactively implement upskilling programs to enhance productivity and ensure high proficiency in Wealth Management products and services.

Customer Retention and Relationship Management

• Maintain and grow relationships with profitable and valuable customers through organized events and direct engagement.
• Collaborate closely with Sales Teams to ensure high customer satisfaction and gather feedback to improve service quality.

Resource Management and Recruitment

• Lead recruitment and sourcing initiatives to attract top sales talent.
• Optimize the use of area resources and leverage location advantages to increase lead generation and conversion capabilities.

Compliance and Policy Adherence

• Ensure full understanding and strict compliance with all internal bank policies, regulatory requirements, and guidelines outlined in the employee handbook and internal policy manuals.

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.

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. 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

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.