Job description
Our Client
Our client, a financial institution, seeks to employ a Group Head, Wealth Management.
Key Responsibilities:
Our client, a financial institution, seeks to employ a Group Head, Wealth Management.
Key Responsibilities:
- Develop customer value proposition and drive the execution of Private Banking sales strategy, ensuring there is no knowledge gap,and that all business activities/processes are driven towards the achievement of business goals
- Ensure the delivery of a consistent and memorable customer experience/on-boarding in the segment across all touch points to create stickiness, loyalty, as well as to revitalize inactive customers
- Explore the business environment to identify, develop and close business/ sales opportunities
- Oversee and provide strategic support for business development and relationship management within the segment
- Drive growth in customer wallet share through cross-selling of products on existing accounts
- Understand lifestyle needs of HNI customers, keep up-to-date with competition and develop appropriate / customized products & service for them.
- Explore the family office banking strategy to capture current and future business opportunities around HNI customers
- Provide business advisory services to customers as well as provide capabilitiesthatsupportstheir wealth management/investments
- Present to Executive Management business activities, as well as potential areas for investment to grow the private banking business
Requirements
- First degree in relevant discipline. Additional qualification(s) would be an added advantage
- At least 12 years of relevant experience in sales, which includes HNI customers relationship management
- Strategy Development & Execution
- Managing Corporate & Business Unit Performance
- Relationship Management
- Marketplace knowledge
- Credit analysis
- Business Acumen
- Operational Risk Management
- Policy formulation and implementation
- Knowledge of extant regulations and guidelines
- Stakeholder management
- Knowledge of the Global Business Environment
- Budgeting and Budgetary Control