OCBC
Financial Services
WealthSalesManager
Neural analysis suggests this role is
optimal for Senior candidates.
“Wealth Sales Manager at OCBC. Skills: Sales, Team Leadership, Customer Outcomes. Lead, coach and develop a team. Drive tele consulting effectiveness”
What You'll Achieve.
Achievement of financial KPIs; Team performance outcomes; Customer outcomes; Risk standards; Good performance and good customer outcomes go hand in hand; Improve sales and conversion outcomes; Improve call quality; Customer engagement; Overall performance
Industry & Context.
What They're Looking For.
Must Have
Minimum 5 years of relevant experience in banking, insurance sales or financial services, track record in leading teams and driving business performance, Good understanding of banking and wealth products, Clear, confident communicator with the ability to build trust and influence others, A resilient and collaborative leader who is focused on customer experience and people development
What You'll Do.
coach and develop a team
Drive tele consulting effectiveness
Deliver against individual sales scorecards
Hold accountability for team scorecards
Role model effective sales conversations
Balance hands on sales contribution
Manage risk effectively
Ensure adherence to regulatory requirements
Work closely with stakeholders
Execute business plans
Improve sales and conversion outcomes
Drive customer acquisition
Participate in sales roadshows
Develop and implement team strategies
Grow business pipelines
Build and scale the Team
onboard and retain quality talent
Partner internal recruitment teams
Represent OCBC at career booths
How You'll Work.
Team & Collaboration
Work closely with internal stakeholders to grow business pipelines; Work closely with the Wealth Portfolio Specialist, and internal stakeholders to execute business plans; Partner internal recruitment teams; Collaborate across teams to solve problems and identify growth opportunities
Communication Scope
Clear, confident communicator
Full Job Description
# **WHO WE ARE:** As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. # Wealth Sales Manager **What This Role Is About** * As a Wealth Sales Manager, you play a key leadership role in shaping how customers experience our bank, and how your team grows and succeeds. * You’ll lead a team of Wealth Portfolio Specialists in an office based, tele consulting environment, supporting them to engage customers confidently, responsibly, and effectively. At the same time, you’ll work closely with internal stakeholders to grow business pipelines, strengthen customer outcomes, and build a high performing, future ready team. * In addition to leading and developing the team, you will actively engage customers and market wealth and insurance solutions, demonstrate best in class sales behaviours and serving as a role model for your team. * The Wealth Sales Manager role carries both individual and team performance accountabilities, measured through clearly defined scorecards aligned to business outcomes, customer experience and risk standards. * This role goes beyond hitting numbers, it’s about building pe
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