Develop, strengthen and execute business models and strategies of Retail Banking Wealth in the Emerging Affluent, Affluent & HNW customer segments
Participate in sales and marketing activities for affluent and high net worth clients from onshore market
Enhance the bank’s profile in Wealth Management and grow the assigned portfolio in terms of AUM and customer base while ensuring strong customer engagement
Assume full management responsibility of Wealth Management RMs sales productivity and ensure effective cross selling of the bank’s products and services
Oversee sales efforts including sales force coaching and participate in clients calls with RMs
Drive sales productivity (new & cross selling) of Wealth Management products
Strong follow up skills and initiatives to ensure all time sensitive transactions are executed in a timely and accurate fashion
Good grasp of internal processes, procedures, documentation, fees and related terms and conditions of products and services offered by bank
Achieve balanced scorecard, service, operational and regulatory standards set by the bank
Compliance and Regulations
Apply knowledge of relevant laws and regulations to compliance requirements in carrying wealth advisory activities for HNW clients
Ensure sales are conducted in accordance with the internal and external regulatory requirements
Project Management
Ad hoc project management
Qualifications
Bachelor Degree in Banking, Business Administration or Economics with CMFAS Certification
Min 8 years banking experience preferably in leading a sales team
Sound knowledge of banking products & services with particular emphasis on mobile platform sales acquisition for secured and or unsecured loan products
Good interpersonal skills with background in leadership & sales management
Strong interpersonal, communication and analytical skills
Ability to work independently and in a team are essential attributes
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