The posting
Job Responsibility:
- Lead, develop and manage a team of Relationship Managers to achieve assigned wealth revenue target, financial KPIs, business quality and customer satisfaction.
- Set clear sales priorities and actively manage the team's pipeline, activity standards, conversion rates and monthly sales delivery.
- Conduct regular sales reviews, one-to-one coaching, joint customer appointments and structured capability-building sessions to raise RM performance and productivity.
- Lead and ensure Relationship Managers adhere to needs-based and holistic financial planning across various products suite.
- Ensure strict adherence and compliance to all Bank's internal policies, processes and external regulatory requirements.
- Drive mortgage acquisition business, cross-selling and retention of mortgage customers.
- Recruit and develop Relationship Manager talents to support team expansion and business growth.
- Perform other duties as assigned by management.
Job Requirements:
- Bachelor’s degree or above from well known university.
- Minimum of 5 years of related experience in the financial sales industry with proven track record in financial advisory.
- Strong understanding of financial planning and wealth management products. Strong leadership, interpersonal and people management skills.
- Strong business acumen, with a deep understanding of financial markets and products.
- Language Proficiency: Proficient in both spoken and written English and Chinese so as to serve Chinese speaking customers.
- Must pass the following CMFAS paper: Module 1B -Rules and Regulations for Dealing in Securities (Non SGX-ST members) Module 5 -Rules and Regulations for Financial Advisory Services Module 6 -Securities Product and Analysis Module 6A -Securities and Future Product Knowledge Module 8 -Collective Investment Schemes Module 8A -Collective Investment Schemes II Module 9 -Life Insurance and Investment – Linked Policies Module 9A -Life Insurance and Investment – Linked Policies II Certificate in Health Insurance



