Group Head, Wealth Management

Job Description

Our Client

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