Team Head, Wealth Management

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 you will be doing:

• Oversee and mentor a team of Personal Financial Consultants and Premier Relationship Managers.

• Develop business strategies to achieve the team’s Key Performance Indicators.

• Identify sales opportunities to onboard new Premier Banking clients, expand deposits, increase investment and insurance revenues, and meet associated financial and non-financial KPIs

• Guide the team in delivering exceptional customer service and effectively addressing customer inquiries

• Ensure that all credit, operational, account opening, and sales activities consistently adhere to the Bank’s regulatory and control requirements

• Demonstrate robust sales discipline and provide support to the Branch Manager in driving business growth
  

What we are looking for:

• Min 10 years of banking experience, of which 2 years in supervisory role, in selling various retail banking products particularly in investment and insurance products.
• Preferably university degree graduate in Business, Finance, Accounting, or related disciplines
• Pass HKSI and IIQE Licensing requirements
• Proficient in English, Cantonese and Mandarin

• Excellent interpersonal skills and communication skills

• With strong sales drive and good data analysis skills

• With ability to work under pressure and with strategic mind set

• Possess qualifications of ECF-RWM would be an advantage

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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.