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Experience
Experienced
About the role
This role provides business management coverage to a market within a private bank, reporting to the Team Lead for Sales Strategy and Management. You will partner with Front Office leadership on strategy, sales performance, governance and change initiatives, and you will also build the data and reporting tools that support those decisions. It suits an experienced banking professional who is comfortable working directly with senior management and handling both people-facing and technical work.
What you'll do
Support the Front Office Head on business strategies, priorities, growth and sales activities.
Drive management rhythm and governance forums, including leadership meetings, team huddles and market management meetings.
Handle secretariat duties for management meetings and governance forums, covering agendas, minutes and action items.
Act as a trusted advisor to the Front Office on performance and sales management topics.
Support sales and client management initiatives for the market, from concept development through implementation and change management.
Partner with Front Office Heads on target segment analysis, sales efficiency analysis, Net New Money pipeline management, business reviews and budget planning.
Provide management reporting and dashboarding to Front Office Heads.
Coordinate and provide secretariat support for the Weekly Onboarding Clearing Forum.
Serve as the single point of contact for Front Office queries on onboarding submission, prioritization and the MI tool.
Support the Front Office Head on client and people engagement topics such as EES and client surveys.
Monitor and track sales and KPI parameters, market financials and trends to support forward-looking performance analysis and sales planning.
Help define and implement market-focused sales and segment initiatives aligned with market ambitions and the bank's direction.
Support KPI and budget simulations for Front Office Heads.
Handle business financial tasks such as internal referral agreements and the internal pricing matrix.
Liaise between the Front Office and internal teams including products and advisory, Business Insights & Strategy Management, and Finance on sales strategy activities.
Support Front Office Heads in defining marketing event focus and nomination criteria through data analytics.
Monitor client referrals and cross-function collaborations.
Represent Sales Strategy & Management and Client Management Framework topics as an SME on projects and business process enhancements.
Represent the Front Office in working groups, giving feedback to improve sales processes and sharing best practices.
Promote a culture of excellence and best practice sharing across the bank.
Lead or support improvements to Front Office and related processes for better effectiveness, efficiency and efficacy.
Collaborate globally with stakeholders and functions, tracking issues and actions and escalating to management when appropriate.
Develop,
Requirements
Exposure to private banking is mandatory
Minimum 10-15 years of relevant industry experience
Demonstrable experience working directly with senior management in a business management capacity within the Front Office
Driven self-starter who is delivery focused
Strong communication, influencing and presentation skills
Ability to organize people and processes and lead groups toward a single goal
Benefits
Attractive remuneration package
Non-financial benefits
Opportunities to develop potential within OCBC Group's global network of subsidiaries and offices
Programmes that develop people professionally and personally
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