Responsibilities
JOB DESCRIPTION
Strategy and Planning
- Plan events with partners to support one or more of the following objectives: leads generation, cvp enhancement, Existing client engagement
- Cross border partner engagement plan
- Work closely with leadership team, and cross-functional segmentation and marketing team to develop and execute a growth strategy
- Identify business opportunities in the region
- Periodic review of leads from sources (both internal and external) to identify gaps and opportunities
- Manage follow up on events to maximise ROI
- Internal partner engagement tactical/activities
- Maintain sales volume, incrementation AUM and wealth penetration by keeping abreast on changing trends, economic indicators, and competitors
- Build, scale and grow the sales team capabilities to consistently deliver high performance
- Determine annual unit & revenue plans by implementing campaign strategies and analyzing trends & results
- First line of defence for AML risks
- Ensure onboarding process (rao, AO, upgrade, KYC) aligns with bank's AML policies
- Conduct callback /video conference with clients to establish identity when required
- Validate screening and checks (including worldchecks and bank's required screening)
- On the ground compliance officer to ensure KYC writeup complies and justifies
- Activities management to maintain call rates
- Reviews call when necessary
- Staying updated on market Trends and opportunities to adjust criteria to leads generation (including Tactical Trends, spend patterns)
Business Performance and Management
Wealth Conversation
- Drives wealth conversation appts for NTB
- Reviews handover mail to RMs for clients with wealth planning needs
- Drives follow up activities
- Review on periodic results to identify learning points
Rfi/str Support
- Manages bank risk by reviewing information gathered at onboarding are justifiable
- Ensure prompt follow up on Rfi cases
- Identify gaps and arrange for training to improve
Business Travel
- Plan business trips agenda
- Ensure adherence to guidelines and ROE of respective countries
- Obtain respective clearance prior to travel
- Control business trip budget with pre set limit of each category of expenses
- Post trip evaluation at team and individual level
- Set criteria for travel where required
People Management
- Manpower management, talent acquisition, talent retention
- Headcount requisition and candidate onboarding process inclusive of operation matters
- Business continuity plan for unit
- Ensure integrity and work ethics when delivering business objectives
- Building bench strength and people development plan
- Comply with all internal policies, procedures, processes as well as regulatory requirements.
- Attend all trainings
- Point of contact for AML matters/queries pertaining to client onboarding
- Conduct regular AML training and refresher
- Manages audit requirement and communication with group audit for BD&A unit
- Propose, design and implement AML guidelines pertaining client onboarding to safeguard the bank from AML risk
- Identify breaches and propose corrective actions
Regulatory Compliance
- Comply with all internal policies, procedures, processes as well as regulatory requirements.
- Attend all trainings
- Point of contact for AML matters/queries pertaining to client onboarding
- Conduct regular AML training and refresher
- Manages audit requirement and communication with group audit for BD&A unit
- Propose, design and implement AML guidelines pertaining client onboarding to safeguard the bank from AML risk
- Identify breaches and propose corrective actions
Requirements
Qualifications
- Degree/Diploma in any discipline
Professional Qualification and/or Regulatory, Licensing Requirements
- Relevant accreditations (M1b, M5, M6, M8, M8a, M9, M9a, HI) would be an advantage
Relevant Work Experience
- More than 10 years of leadership experience in banking/financial industry, hands-on experiences in partnership & event management is preferred
- Strong people managerial expertise and has successfully led high performing teams
- Ability to build strong connections with partners and other sources of acquisition
- Project management skills with ability to juggle multiple priorities
- Ability to work both independently and collaborate with cross-functional teams in a fast paced environment
- Good written and verbal communication skills
- Track record of excellence, self motivated & results driven
- Excellent relationship management & communication skills to engage customer of all levels with assertiveness
- Commercial acumen - Knowledge of the market, current market trends, competitive behavior & strategy
- Effectively bi-lingual, ability to converse in foreign languages would be an advantage
- Ability to travel to regional countries for business trips when required
Technical/Functional Skills
- Strong understanding of financial compliance and regulatory requirements in Singapore
- Able to work independently with minimal supervision
Personal Skills (Soft Competencies)
- Service-oriented with strong communication and interpersonal skills
- Self-motivation, outstanding ability to sell.
- Strong writing and presentation skills, excellent negotiation, closing and follow-up skills
- Meticulous
- Approachable, helpful, and patient
- Team player
