BDO UNIBANK, INC. (SINGAPORE BRANCH) Hiring! Full Time Private Banking Team Head in Central Region (Singapore), Earn up to SGD 23,000 - Ricebowl

Job Summary

A Private Banking Team Head or RM Head leads and manages Relationship Managers to achieve sales targets, grow assets under management, and deliver excellent customer service to high net worth clients through tailored investment strategies and effective team leadership.

Responsibilities

Manage Relationship Managers (RMs) to achieve key performance targets and sales goals

Communicate company goals and business strategies proactively to align team efforts and formulate strategic plans

Follow up on critical updates, clarify team needs, and provide necessary support

Monitor RM performance against targets and implement corrective actions for underperformance

Coach RMs by delivering constructive feedback, guidance, and ongoing support to enhance skills and results

Develop and communicate clear career progression plans to RMs, fostering talent growth within the Bank

Implement measures to build and maintain a strong RM talent pipeline internally

Foster teamwork within the team and across cross-functional groups, resolving conflicts promptly and fairly

Serve as a role model and ambassador for the BDO Brand, exemplifying leadership standards

Champion BDO initiatives actively within the team and the community served

Drive sales growth through effective use of the Center’s distribution channels and support cost management in sales activities

Execute competitive sales and performance strategies including acquisition, cross-selling, market penetration, and client retention

Analyze business results and cascade insights to the team to inform actions

Stay informed on market trends and competitor activities to maintain competitive advantage

Support new product launches and marketing program development and implementation

Lead marketing efforts for branch products and services to increase visibility and sales

Build and maintain strategic relationships within the assigned area to enhance franchise profile and generate new business opportunities

Drive delivery of positive customer experiences by the RM team, ensuring high service standards

Address escalated customer issues or complaints promptly and efficiently

Ensure appropriate escalation of issues to Head Office when necessary

Engage with new or valued customers alongside Relationship Managers to strengthen relationships

Participate in recruitment by referring candidates and conducting interviews for team vacancies

Oversee onboarding processes to integrate new hires effectively into the team

Identify and communicate training and certification needs aligned with sales career development, and monitor compliance with training requirements

Monitor team adherence to Bank policies and regulatory requirements

Support administrative investigations and disciplinary actions involving team members as needed

Oversee team compliance with sales and operational policies to manage risks and achieve excellent audit ratings

Maintain robust Know Your Customer (KYC) standards in accordance with policy and local regulations

Report suspicious or unusual transactions timely as required by regulations

Ensure adherence to appropriate sales practices at all times

Perform additional duties as assigned to support team and organizational goals

Professional Certification & Licenses

CACS certified CACS I and II

CMFAS certified: M1B, M5, M6, M6A, M8, M8A