OCBC Bank | Premier Private Client
2 days ago
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.
Establish acquisition networks to expand acquisition efforts to build up the Assets Under Management (AUM) within the PPC team.
Host 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 Client Advisors (CAs) 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.
Qualifications
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.
University degree.
Strong interpersonal, communication, and analytical skills.
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.
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