Head, Private Client

Private Banking Team Leaders (Head, Private Client)

PRIMARY OBJECTIVE

• Effectively and efficiently manages a team of Private Client Directors (PCD) in delivering revenue, client growth and service quality
• Strategic planning and execute all Private business initiatives, organize/plan Private sales activities to generate sales volume and ensuring the Bank’s Private platform has a strong presence in the local market
• Ensure all PCD engage all Private customers assigned frequently according to minimum engagement frequency set.
• Deliver excellent customer experience to maintain good rapport and loyalty with all customers
• Managing PCD portfolio and providing day-to-day coaching and book oversight

KEY RESPONSIBILITIES

Sales Management

Revenue

·       Lead business development activities and ensure alignment of business strategy /plans with Private Channel’s strategies.

·       To plan & execute the clients’ marketing events/activities on monthly to drive sales

·       Efficiently and effectively manage the Branch resources by collaborating with BM, branch sales personnel and Affluent & Wealth Regional Sales Heads to drive and expand Private customer base, retention and satisfaction

·       Manage the Private Sales team to achieve assigned revenue targets

·       Optimize CRM and campaign leads to deliver sales results and increase staff productivity

·       Practice usage of sales methodology and Financial Journeys to achieve targets

Service

·       Deliver high-level, consistent service and quality standards to all our Private Customers

People

·       Build and develop staff competencies and sales & service qualities

·       Responsible for recruitment and staff retention

Compliance

·       Ensure team adheres to all related regulatory requirements, policies, operational risk, legal and compliance matters including processes and procedures at all times.

·       Ensure no operational and control lapses amongst team members

Requirement

·       Formal Education: Degree in banking and finance, accounting or business administration

·       Professional Accreditation:

·       Professional Banking Certificate

·       Preferred level of Experience (by years/function/industry):

·       Minimum 5 years of experience in any FIs with relevant experience in branch banking/Premier Centres with exposure in sales, service & operational aspects

·       Experience in people management, team sales performance and provide high service standard

·       Have the relevant licenses for the portfolio

 

·       Other skills required:

·       Good knowledge and exposure in wealth sales and products and local retail market landscape

·       Strong leadership and excellent customer service, interpersonal & relationship building skills

·       Good understanding of Group’s strategy objective and retail business model