What Branch Manager Jobs are in Singapore?

Phillip Investor Centre is a one-stop financial hub, with 12 Investor Centres strategically located in neighbourhoods around Singapore. We offer holistic financial solutions which includes wealth management advisory service as well as global stocks and fixed income instruments.

Key Roles and Responsibilities:

Business Planning & Execution

• Meet Wealth Management Key Performance Indicators (KPIs) through different aspects of planning (business acquisition activities, sales and teleconsulting activities, and tracking)
• Promote financial literacy in the neighbourhood through regular seminars, corporate tie-ups, and community service involvement.
• Coaching / Needs Based Conversation (NBC) role play

Customer Service Experience Delivery

• Ongoing monitoring branch service standards.
• Customer retention and acquisition efforts through prompt handling of clients’ feedback/complaints.

Compliance and Control

• To comply with all applicable money laundering prevention procedures and Know Your Client Procedures.
• Ensure compliance with all rules, regulations and controls, including Fair Dealing outcomes, Balance Scorecard etc.
• Responsible for achieving and maintaining satisfactory audit rating.

People Management

• Proactive mentoring and coaching of all branch staff to achieve branch KPI
• Manage training/development needs of staff

Operations and Support

• Facilitate Account Opening and Servicing for all Phillip Clients

Requirements:

• Candidate with Branch Banking experience are preferred.
• Possess good financial product knowledge and high integrity
• Possess good business acumen
• 5 to 8 years of working experience in financial industry with at least 3 to 5 years of supervisory experience is preferred
• Degree in any discipline with certifications in CMFAS M1A, M5, M6, M6A, M8, M8A, M9, M9A and HI preferred

Job Description:

• Oversee the branch’s overall operations, including business management, risk control, transaction processing, and personnel administration.
• Develop and implement departmental objectives aligned with the bank’s strategic goals, while optimizing workflows and ensuring regulatory compliance.
• Maintain effective communication with business units, providing comprehensive support to ensure the smooth execution of related operations.
• Advise business lines on critical organizational and human resources issues that impact management efficiency.
• Strive to achieve the wealth management sales targets assigned by the head office while fostering a service-oriented customer experience.
• Ensure that all sales activities adhere to internal branch policies and external regulatory requirements.
• Strengthen staff management and training programs to continuously improve the professional competencies and sales capabilities of wealth management advisors.
• Manage new residential mortgage loan applications and provide ongoing service and relationship management for existing mortgage clients.
• Build and maintain strong client relationships, promptly address customer complaints, and escalate complex issues to senior management as needed.
• Perform other duties as assigned by management.

Job Requirement

• Bachelor’s Degree or above from recognized university
• Possess the relevant professional certifications and have passed the following examinations: M1B, M5, M6, M6A, M8, M8A, M9, M9A, and HI.
• Minimum 8 years of relevant experience in Consumer Banking, including experience in leadership and people management roles.
• Demonstrated strong analytical skills, excellent communication and coordination abilities, proven team management capabilities, solid risk control awareness, and in-depth expertise in related business areas.
• Proficient in both spoken and written English and Chinese to effectively communicate with and support Chinese-speaking customers.

Company Overview:

Vertex Growth Fund is dedicated to partnering with exceptional entrepreneurs and promising companies on the cusp of growth. We provide the expansion capital to realize the companies’ vision of creating a category champion that is enduring and transformational.

Vertex Growth ( ) is part of Vertex’s global network of venture capital funds comprised of affiliates in China, Israel, Japan, Southeast Asia and India, and the US.

Through the Vertex network, Vertex Growth accesses opportunities emerging from the leading innovation hubs across the world and drive significant value by working closely with the Vertex ecosystem of portfolio companies and partners.

The Role:

As an entry-level Investment Analyst, you will support the investment team across the full deal lifecycle - helping to source and screen new opportunities, conducting company and market research, building financial and data-driven analyses, and monitoring portfolio companies.

This is a hands-on graduate development role designed for a high-potential fresh graduate who is passionate about technology, artificial intelligence and entrepreneurship, and who will grow into a core member of the Vertex Growth investment team. You will work closely with, and learn directly from, the General Partners and senior investment professionals.

Responsibilities:

• Assist in sourcing and screening new investment opportunities, including researching sectors, attending relevant networking events, and helping to identify promising founders and companies.
• Support the deal team across all aspects of due diligence - market sizing and mapping, industry and competitor research, customer and management reference checks, and review of transaction materials.
• Conduct company research and help build financial, technical and valuation analyses to support investment recommendations.
• Leverage AI tools and modern data techniques to accelerate research, synthesise information, and improve the speed and quality of analysis.
• Help prepare investment theses, memos and presentation materials for the investment team and Investment Committee.
• Assist in monitoring and tracking the performance of portfolio companies post-investment and preparing required reports.
• Support portfolio value-creation initiatives and help maintain accurate, up-to-date information in archives and portfolio management systems.
• Help promote Vertex Growth within the startup, technology and venture ecosystem.

Requirements:

• Recent graduate with a Bachelor's degree, preferably in Computer Science, Software Engineering, Data Science or a related technical discipline, with a strong academic record.
• Foundational knowledge of artificial intelligence and machine learning concepts, and an understanding of how AI technologies are applied in real-world products and businesses.
• Proficient and adept in using AI/Agentic tools to research, analyse, automate and enhance day-to-day work.
• Demonstrable interest in, or exposure to, entrepreneurship - for example founding or working at a startup, university entrepreneurship programmes, hackathons, accelerator/venture involvement, or building your own products and projects.
• Prior internship exposure to venture capital, private equity, investment banking, consulting, startups or technology is a plus, but not required.
• Genuine curiosity about technology, digital innovation and emerging platforms, whether from studies, internships or personal interest.
• Strong analytical, quantitative and research skills, with the ability to identify relevant issues and draw sound conclusions and recommendations.
• Comfortable handling data and working with spreadsheets (Excel); able to present data clearly and intelligently.
• Clear, succinct and engaging written and verbal communication skills in English, and confidence in presenting ideas in a group setting.
• Team player with strong interpersonal and networking skills, and a proactive attitude toward reaching out, learning and staying on top of new developments.
• Organised, efficient, self-motivated and able to thrive in a fast-paced environment.

Interested candidates, please apply with an updated full resume. We regret to inform that only shortlisted candidates will be contacted.

We are currently seeking a high calibre professional to join our team as a Senior Premier Wealth Relationship Manager (Onshore).

In this role you will:

• Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
• Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
• Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
• Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
• Provide financial planning and advisory services aligning to clients’ needs and investment profile
• Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
• Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs, providing an exceptional client experience in line with HSBC proposition requirements

To be successful you will need:

• Has strong academic qualifications and advance knowledge in Wealth Management with a proven track record of managing clients’ portfolio (Premier banking)
• Strong understanding of financial markets and investment products
• Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
• Outgoing disposition, well-equipped with good communication and interpersonal skills
• Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
• Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs

Our client, a leading Asia-focused investment firm, is seeking a Legal Counsel to support its Public Markets team in Singapore. The strategy is long-only, investing in listed companies with a focus on Hong Kong and China, and this hire will work directly alongside the investment team on live transactions across the full investment lifecycle.

This is a predominantly legal role (~90%), with a modest investment compliance component, sitting within a structured, well-run platform that is actively expanding its public markets business. It suits a capital markets lawyer (in-house or in practice) looking for genuine deal exposure on the buy-side.

Key Responsibilities

• Provide legal support across the investment lifecycle for listed-market investments, including legal due diligence, transaction execution, and post-investment matters
• Draft, review, and negotiate investment-related documentation, including subscription and placement documentation and related commercial agreements
• Advise investment professionals on transaction structures, legal risks, securities regulations, disclosure obligations, and market conduct across Hong Kong and China-related deals
• Advise on governance matters and support information barrier and conflicts management, including restricted and watch lists
• Support pre- and post-trade investment compliance, including monitoring of investment guidelines and mandate restrictions
• Monitor relevant legal and regulatory developments and liaise with external counsel as required

Requirements

• Qualified lawyer, called to the Bar, with 3–6 years of post-qualification experience
• Capital markets experience gained in-house at a fund, asset manager, or financial institution, or at a leading international or regional law firm
• Strong exposure to Hong Kong and/or China-related transactions; familiarity with the Hong Kong regulatory regime and cross-border China deal dynamics highly regarded
• Experience with placements, PIPEs, pre-IPO investments, or other public markets transactions; pre-IPO experience is a strong plus
• Proficiency in written and spoken Mandarin is required, to review Chinese-language documentation and liaise with Mandarin-speaking counterparties
• Excellent drafting, negotiation, and stakeholder management skills, with the ability to operate independently in a lean, fast-paced environment
• Commercially minded and detail-oriented, comfortable partnering closely with investment professionals

Why This Role

• Direct partnership with a sophisticated investment team on live listed-market transactions in Greater China
• Join an established, highly structured platform with strong existing processes and a firm commitment to growing the public markets business
• Broad exposure across the deal lifecycle at an early-enough stage to grow with the strategy
• Collegiate, entrepreneurial culture within an established regional investment house

• Strong skills in Financial Planning and Financial Advisory to develop comprehensive, client-focused financial solutions.
• Sound knowledge of Finance and Investments to analyze products, markets, and portfolios effectively.
• Expertise in Retirement Planning to help clients structure income, savings, and insurance for long-term security.
• Excellent communication, interpersonal, and relationship-building abilities, with a client-centric mindset.
• Ability to analyze data, interpret financial information, and make informed, ethical recommendations.
• Relevant academic background in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, CFA) are an advantage.
• High level of integrity, accountability, and commitment to regulatory compliance and responsible advice.
• Comfort working in a hybrid environment, managing time independently, and using digital tools for client engagement.

Be a part of H/Advisors Klareco’s amazing team of consultants across the region - working together to contribute ideas and solutions to power Klareco’s growth and differentiate our offering in the market.

The Consultant/Senior Consultant for the Financial Communications Practice thrives in the intersection of words, numbers, and capital markets. You read widely and have a knack for developing market-moving narratives, engaging with business media and analysts, to impact how investors think and feel about their investments. In this role, you will be well-positioned to work on trailblazing transactions, as part of an award-winning team.

Duties and Responsibilities:

Client Servicing

• Proactive client servicer with a can-do attitude
• Leads accounts with minimal supervision
• Provides counsel to clients that aligns with their business objectives
• Supervises, mentors and facilitates junior team members in client work
• Actively involved in client meetings and leads meetings, where appropriate
• Acts as the gatekeeper of quality when delivering client work
• Builds and maintain strong client relationships, including at a senior level
• Able to deputise for more senior members of the team where necessary
• Identifies challenges before they become issues and seeks guidance where necessary to ensure a timely resolution

Strategic Counsel/Planning

• Offers strategic counsel to clients and fellow team members
• Plans workload and to-do-list, while also offering guidance to juniors
• Looks ahead to ensure proactivity on client accounts

Media and Stakeholder Understanding and Relations

• Good media and influencer relationships in Singapore and regionally
• Excellent news sense and insightful media analysis
• A strong understanding of relevant stakeholder/media/analyst landscapes and mapping
• Designs and delivers strong media pitches/stakeholder position papers

New Business

• Plays a role in identifying new business opportunities
• Constructs proposals, including content and logistics
• Produces insightful and analytical research to prepare senior team for new business meetings, pitches and presentations

You will have:

• 3 - 4 years of experience for consultants in communications or a related industry
• Degree in Finance, Business, Mass Communications, Journalism, or any industry-related disciplines
• A strong writer with excellent research, writing, editing, presentation, and client interaction skills.
• Proven experience in producing first-rate communications and editorial content for multi-platform media, including traditional mainstream and digital platforms.
• Strong client relations, strategic thinking, and new business development skills; a problem solver, solution-finder, and able to think outside the box.
• Excellent organisational skills, able to manage multiple projects with minimum or no supervision.
• Can work independently and able to work under pressure.
• Able to adapt quickly and embrace change.
• Entrepreneurial in spirit, self-motivated and creative
• Bold in counsel and brave in decision making.
• A strong team player who recognises the importance of collective responsibility in a team
• Candidates with more experience will be considered for the Senior Consultant role

The next chapter of your career’s journey begins here.

If growing as an individual at a company that actually values your dedication is just as important to you as the size of your bank account, then you’re going to fit right in as a mortgage advisor at Redbrick Mortgage Advisory.

Of course, being dedicated and growth-oriented are just part of what you need to excel here at one of Singapore's most successful mortgage practices.

• Be driven, take initiative, and work independently
• Love meeting people and delivering good advice on real estate
• Have experience in banking (and if you’re experienced in secured or unsecured lending, or sales and customer service, that’s a bonus!)
• Easily convey complex real estate matters clearly and concisely

Every Day At Redbrick’s Going To Present You With a Fresh Set Of Challenges, So You Can Look Forward To

• Turning inbound lead inquiries into successful real estate loan applications
• Explain the overarching real estate strategy with solutions and how it would benefit the client in multiple what-if scenarios.
• Analyzing and profiling client’s potential, and current economic landscape and developing appropriate property financing solutions/advice
• Monitoring our clients’ portfolios and optimise their property finances
• Leading and managing the clients throughout their property journey, providing them with peace of mind

All of this happens in a diverse and inclusive environment, with awesome office culture and flexible work arrangements. Plus, once you’re part of our tribe, you’ll get the chance to sharpen your business development and advisory skills through rigorous training, coaching, and most importantly, support.

The sky is the limit! So, take that first step on this journey—and send us your resume now.

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