Branch Manager/ Investment Associate/ Fintech

Your tasks

Job Descriptions

1. Business Strategy & KPI Ownership

• Take full ownership of branch KPIs.
• Drive local business strategy to meet financial, operational, and growth targets.
• Adapt quickly to market conditions and regulatory changes.

1. Operations & Compliance

• Oversee and optimize daily operations, ensuring efficiency and strict compliance with financial industry regulations.
• Improve in-store workflows and service delivery standards.
• Coordinate with legal and compliance teams to ensure branch operations align with internal and regulatory requirements.

1. Client Relationship Management

• Lead the team in building and maintaining strong, trust-based relationships with clients.
• Resolve client issues efficiently with a focus on in-person service excellence.
• Organize client engagement events and investment education sessions to enhance retention and upselling opportunities.

1. Team Leadership & Development

• Recruit, train, and manage high-performing sales and support teams.
• Foster a results-driven and positive workplace culture.
• Design and implement systematic training programs for compliance, product knowledge, and client servicing.

1. Performance Monitoring & Analysis

• Track branch KPIs such as client growth, sales performance, and customer satisfaction.
• Generate actionable insights from performance metrics and market trends.
• Collaborate cross-functionally (marketing, product, tech) to refine go-to-market strategies.

1. Marketing & Community Engagement

• Support and lead in-store promotional events, workshops, and roadshows.
• Partner with marketing teams on brand positioning and customer outreach.
• Represent in cross-brand collaborations to attract high-net-worth individuals (HNWIs) and strategic partners.

How to apply

Interested applicants, please click on “Apply Now”. We regret only shortlisted candidates will be notified.

Other

EA Personnel Reg No: R26164195