Head of Premier Private Clients

Responsibilities: -

• Lead PPC in devising the build-up strategy and successful execution of the strategy
• Drive PPC segment revenue target & other quantitative targets
• Establish acquisition and portfolio growth plans for both AUM/LUM and client base
• Continual review of Client Value Proposition of segment to ensure best in class offering, so as to attract and retain clients
• Cultivate portfolio-based wealth advisory approach across platform
• Set target, KPI and balanced scorecard of sales and service staff
• Ensure staff competencies - product knowledge and engagement skillsets - are on par with regulatory standards
• Establish and execute robust on-boarding and BAU customer engagement protocol - for both existing & new clients
• Seek collaboration partners to prospect new businesses and expand network within UHNW community beyond traditional reliance on Client Advisors

The ideal candidate will possess the following:

• Experience in managing big teams
• More 10 years' experience in the banking and financial services industry with a strong track record in financial product sales and team management
• Good track record in effective team management
• Strong interpersonal, communication and analytical skills
• Effective management skills with strong leadership qualities
• Possess initiative, drive and ability to work independently as well as in a team
• It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.
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