Team Head, Core Wealth
1 day ago
At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today
**Financial**
- Drive Core Wealth strategies to be aligned with the Bank's directives
- Responsible for the overall marketing activities of the team
- Develop and execute team's business plan and financial targets
- Manage closely the Cost Income Ratio (CIR) of the RMs
- Create networking synergies with other business units of OCBC
**Advisory Solution**
- Effectively leveraging on the bank's products and product teams to meet the investment needs of the clients, especially in the areas of Discretionary Fund Portfolios and Managed Investments
- To work with the Bank approved Insurance brokers to offer HNW Insurance solutions to clients.
**People and Talents**
- People management: plan, monitor and review RMs' work objectives or goals and improve staff effectiveness
- Coach, mentor, and train RMs within the team to achieve team's target
- Responsible for setting direction for the team and developing annual targets and objectives of individual RMs
- Support RMs in dealing with business opportunities and issues
**Compliance, Process, Risk Management**
- Must be conversant in all the marketing guidelines of the countries covered by the team
- Ensure all team members adhere to compliance, policies and guidelines
- Takes proactive steps to manage credit and reputational risks in the course of relationship management
**Qualifications**
**Work Experience Requirements**
- At least 10 years of relevant experience
- Strong interpersonal, communication and client interfacing skills
**Education Requirements**
- Good university degree
- CACS Papers 1 and 2
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