• Competitive
  • Singapore
  • Permanent, Full time
  • OCBC Bank
  • 17 Dec 17

Team Manager, Wealth Advisor (Investments)

Team Manager, Wealth Advisor (Investments)

Wealth Advisor (Investments), Team Manager

Reporting to the Head, Wealth Advisory & Specialist, the candidate will be responsible for managing a team of Wealth Advisors that provides portfolio advisory services across the different asset classes to Relationship Managers and clients.

Responsibilities
  • Lead a team of Wealth Advisors to drive delivery of business objectives and sales performance
  • Work closely with the product team to develop and implement strategies to drive greater awareness of investment and treasury products
  • Work with internal stakeholders to work out business development plans
  • Ensure that Wealth Advisors are compliant with all internal and regulatory policies and procedures


*LI-JK

Qualifications
Requirements:

  • At least 10 years of relevant portfolio management and/or managing a team experience
  • Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization
  • Strong appreciation of the investment climate as well as keen passion in training and coaching