Lead, mentor, and motivate a team of Relationship Managers to achieve the wealth management sales targets assigned by the head office while fostering a service-oriented customer experience.
Develop and implement departmental objectives aligned with the bank's strategic goals, while optimizing workflows and ensuring regulatory compliance.
Maintain effective communication with business units, providing comprehensive support to ensure the smooth execution of related operations.
Advise business lines on critical organizational and human resources issues that impact management efficiency.
Ensure that all sales activities adhere to internal branch policies and external regulatory requirements.
Strengthen staff management and training programs to continuously improve the professional competencies and sales capabilities of wealth management advisors.
Manage new residential mortgage loan applications and provide ongoing service and relationship management for existing mortgage clients.
Build and maintain strong client relationships, promptly address customer complaints, and escalate complex issues to senior management as needed.
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.
Strong analytical skills, excellent communication and coordination abilities, proven leadership and team management skills, strong risk control awareness.
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
