Branch Banking Manager

KEY RESPONSIBILITIES OF THE ROLE:

• Drive Fund Growth: Increase fund size to meet organizational targets.
• Product & Service Presentation: Prepare and present Private Fund, Institution & HNW and services to Fund Committees and members.
• Client Relationship Management: Maintain strong relationships with clients and ensure high satisfaction.
• Marketing & Communication: Update provident fund materials and execute marketing processes effectively.
• Client Advisory: Respond to inquiries and provide accurate information on Private Fund, Institution & HNW and related services.
• Regulatory Coordination: Work with Client Service team to submit required data to the SEC (e.g., fund setup, amendments).
• System Development Support: Provide input for designing and improving client service systems to enhance customer experience.
• Digital Platform Enhancement: Lead re-design initiatives for FundLink M Choice Online and Life Path Scheme.
• Event Management: Organize meetings, seminars, training sessions, and annual gatherings for Fund Committees and members.
• Cross-Functional Collaboration: Coordinate with Investment, Registrar, Client Service, Branding, IT, and other teams to support client needs.
• Corporate Engagement: Participate in company events such as Mutual Fund, Provident Fund, and LTF/RMF booths.
• Reporting & Budgeting: Prepare special monthly client reports, update monthly budgets, and calculate referral fees for agents.
• Provide all important marketing data to Division Head
• Others as assigned Others assigned by team head and senior leaders.

QUALIFICATIONS and EXPERIENCE:

• Bachelor's degree in related fields
• 5 - 8 years in provident funds or asset management industry.

TECHNICAL/ FUNCTIONAL SKILLS:

• IC and IP License.
• Strong knowledge of retail banking products and services (Deposits, Loans, SME Banking).
• Branch operations management and process optimization.
• Risk management and compliance with regulatory requirements.
• Sales performance analysis and reporting.
• Familiarity with Core Banking systems and digital banking platforms.
• Team leadership and resource allocation.

BEHAVIOURAL COMPETENCIES AND SKILLS:

• Leadership & People Management: Ability to motivate, coach, and develop branch staff.
• Customer Orientation: Focused on delivering superior customer experience.
• Problem Solving & Decision Making: Makes informed decisions and resolves issues promptly.
• Communication & Influencing Skills: Clear communication and ability to influence stakeholders.
• Adaptability & Change Management: Flexible in responding to market and technology changes.