Cluster Head

UOB•Phoenix, AZ

142d

About The Position

You will be reporting to the Head of Personal Wealth Banking covering all aspect of internal sales force management and will be part of the segment’s management team crafting the strategic direction, innovation and sales culture towards sales excellence for the retail business in PFS. You will be leading a team of Team Heads in both Personal and Wealth Banking with around 50 to 60 Personal Bankers and Relationship Managers either at branches or in sales officers.This role requires a strong people management skill that can foster a team culture that can drive positive sales environment and results.You will need to nurture sales leaders and implementing the right operating rhythm for bankers to adopt and driving ownership. The ability to strike a balance between delivering sales performance with a strong sense of compliance and regulatory adherence is paramount. The role also requires strong collaborative mindset with key stakeholders such as Channels, Customer Franchise and Wealth Product team.You would need to work with them on collaboration to deliver sales, crafting the right enablers and providing pivotal training/advisory support on banker’s performance.

Requirements

Proficient in Microsoft Excel with VLOOKUP and running macros
Familiarity with vendor and invoice management processes
Proficient in using PowerPoint for creating presentations and reports
Independent, proactive and self-starter with excellent interpersonal and communication skills
Strong analytical and good problem solving skills
Ability to work in a fast-paced and team-oriented environment
Strong written and oral communication skills
Organized, methodical and detailed
Able to multitask and handle multiple priorities
Able to work independently and in a team
Dedicated and hardworking with high degree of accountability and integrity
Good follow-up in tracking updates from various parties for closure on a week-to-week basis
Proficient in performing document updates and maintaining standard operating procedures and SharePoint site content updates as required
Comfortable in running reports on different platforms: PPM, JIRA, QLIK, etc.
Responsible and takes pride in meeting deadlines
CMFAS HI - Certificate in Health Insurance - Singapore
CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore
CMFAS M8A - Collective Investment Schemes II - Singapore
CMFAS M8 - Collective Investment Schemes - Singapore
CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore
CMFAS M9 - Life Insurance & Investment-Linked Policies - Singapore
University-Bachelor - Accounting & Finance