Job Responsibility:

• 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