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Reporting to the Head, Wealth Advisory & Specialist, the candidate will be responsible for managing a team of Wealth Advisors that provides portfolio advisory services across the different asset classes to Relationship Managers and clients.
Lead a team of Wealth Advisors to drive delivery of business objectives and sales performance
Work closely with the product team to develop and implement strategies to drive greater awareness of investment and treasury products
Work with internal stakeholders to work out business development plans
Ensure that Wealth Advisors are compliant with all internal and regulatory policies and procedures
At least 10 years of relevant portfolio management and/or managing a team experience
Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization
Strong appreciation of the investment climate as well as keen passion in training and coaching
Internal Number: 4624468
About OCBC Bank
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