Branch Business Manager

Phillip Investor Centre is a one-stop financial hub, with 12 Investor Centres strategically located in neighbourhoods around Singapore. We offer holistic financial solutions which includes wealth management advisory service as well as global stocks and fixed income instruments.

• Key Roles and Responsibilities:Business Planning & ExecutionMeet Wealth Management Key Performance Indicators (KPIs) through different aspects of planning (business acquisition activities, sales and teleconsulting activities, and tracking)
• Promote financial literacy in the neighbourhood through regular seminars, corporate tie-ups, and community service involvement.
• Coaching / Needs Based Conversation (NBC) role play

• Customer Service Experience DeliveryOngoing monitoring branch service standards.
• Customer retention and acquisition efforts through prompt handling of clients feedback/complaints.

• Compliance and ControlTo comply with all applicable money laundering prevention procedures and Know Your Client Procedures.
• Ensure compliance with all rules, regulations and controls, including Fair Dealing outcomes, Balance Scorecard etc.
• Responsible for achieving and maintaining satisfactory audit rating.

• People ManagementProactive mentoring and coaching of all branch staff to achieve branch KPI
• Manage training/development needs of staff

• Operations and SupportFacilitate Account Opening and Servicing for all Phillip Clients

• Requirements:Candidate with Branch Banking experience are preferred.
• Possess good financial product knowledge and high integrity
• Possess good business acumen
• 5 to 8 years of working experience in financial industry with at least 3 to 5 years of supervisory experience is preferred
• Degree in any discipline with certifications in CMFAS M1A, M5, M6, M6A, M8, M8A, M9, M9A and HI preferred

• Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)