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OCBC Premier Private Client is OCBC's exclusive wealth management platform. It offers our Asia-centric, high net worth clients the best of our private banking and consumer banking capabilities. Besides enjoying priority access to our vast banking facilities, our clients can customize bespoke investment solutions catering to their unique needs, previously only available to clients of Bank of Singapore. They also receive dedicated advisory support and insights from the award winning OCBC Wealth Panel.
As a Desk Head with Premier Private Client (PPC), you are expected to
Provide coaching, mentorship and motivation of staff to optimize financial contribution to Premier Private Client, enabling them to achieve their full potential in sales and service excellence
Contribute to the bottom line of Premier Private Client segment through the accomplishment of profit and growth targets
Establishing acquisition networks to expand acquisition efforts to build up the Assets Under Management (AUM) within the PPC team
Hosting client acquisition events and other similar initiatives
Implement service initiatives (in accordance with the Customer Experience guidelines) and ensure consistency of service quality and delivery
Support projects in delivering new initiatives for the business
Ensure that RMs adhere to the Bank's compliance and regulatory requirements
Manage operations risk and ensure that the Bank's operational standards and requirements are adhered to
At least 10 years' experience in the banking and financial services industry with a strong track record in financial product sales and team management
Good track record in effective team management
Strong interpersonal, communication and analytical skills
Able to articulate with both Bahasa and Mandarin speaking clients
Effective management skills with strong leadership qualities
Possess initiative, drive and ability to work independently as well as in a team
It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team