Branch Sales & Service Manager

Maximise new business/acquisition/referral opportunities and deepen existing customer relationships to the specified service standards for the Personal Clients segment.

Our client, a globally recognised bank, is actively recruiting for a Branch Sales Manager to join their Wealth Banking department.

Implementation and Oversight:

• Conduct professional financial analysis and profiling sessions with clients to address their financial goals and needs.
• Build and strengthen customer relationships by sharing regular updates on market trends and insights into local and global financial products.
• Collaborate with the branch manager or PTL to create monthly plans aimed at achieving or surpassing sales targets, focusing on new business opportunities and client acquisition.
• Participate in marketing campaigns and promotional activities to attract new customers.
• Identify, approach, and engage individual prospects.
• Deliver high-quality, efficient after-sales services to ensure customer satisfaction.
• Manage client retention efforts and minimise attrition rates.
• Organise and deliver sales presentations for groups, clubs, associations, companies, and other organisations.
• Leverage referrals from internal teams such as Relationship Managers (RMs) from Corporate & Institutional Banking (C&I) or other staff members.
• Adhere to anti-money laundering procedures, reporting any suspicious activities to the Transaction Monitoring Unit.
• Ensure compliance with all regulatory requirements set by the Bank and external authorities.

Key Responsibilities:

• Develop and implement strategies aligned with the Group’s business model and objectives.
• Achieve business and financial targets effectively.
• Oversee processes within the scope of operational risk management frameworks, ensuring proper controls are in place.
• Identify, assess, monitor, mitigate, and manage risks impacting the Group while understanding your role in addressing these risks.
• Provide direction, planning, structure, policies, and oversight for assigned responsibilities.
• Uphold exemplary conduct by adhering to the Group’s values and Code of Conduct.
• Take ownership of embedding high ethical standards across the Bank by ensuring compliance with applicable laws, regulations, guidelines, and the Group Code of Conduct.
• Drive outcomes aligned with the Bank’s Conduct Principles while proactively identifying, escalating, mitigating, and resolving risk or compliance issues collaboratively.

Stakeholders: Branch Manager, Business Manager, Product Manager

Requirements:

• RNF qualified and CFMAS certifications
• Proven experience in client acquisition roles.
• Strong account management skills with a focus on relationship building.
• In-depth technical knowledge of consumer banking products such as Treasury, Equities, Funds, Insurance, etc.

What's next:

If you are ready to take the next step in your career by joining a collaborative team dedicated to institutional business growth across APAC, we encourage you to apply now!

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan