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