• Competitive
  • Singapore
  • Permanent, Full time
  • OCBC Bank
  • 18 Nov 17

Business Manager (AVP) - Premier Private Client

Business Manager (AVP) - Premier Private Client

Roles & Responsibilities:

  • Being the custodian of the Premier Private Client (PPC)'s Front Office policy, you will ensure timely update of any policy changes and that the PPC teams are communicated promptly.
  • Management of PPC-AI Compliance demerit system
  • Management of training requirements of the PPC teams including CACS certification and requirements
  • Ensure that all new staff onboarding requirements are met
  • Maintain the PPC Master PPC-AI T&C
  • Ensure timely MIS data update for effective Sales Performance Tracking and analytics
  • Ensure all relevant compliance-related reviews are performed
  • Custodian of the AI indicator and ensure all relevant PPC-AI reporting is timely
  • Ensure all Marketing Guideline-related matters at PPC are addressed effectively



Qualifications
Requirements:

  • University degree or the equivalent in professional qualification
  • At least 7 years in the banking industry and at least 3-4 years must be compliance and/or business management in a Private Banking environment.
  • Able to initiate improved processes, products and services so as to increase the profitability of the business
  • Possess excellent analytical and communication skills
  • Good people leadership skills and able to motivate team members to challenge the norm and look for improvement opportunity to meet/exceed expectations and manage team efficiency
  • Possess an excellent understanding of the regulatory requirements and legal framework for serving HNW customers.
  • Possess excellent knowledge of wealth management products and processes, credit products/documentation, settlement and operational processes




*LI-JK