Head of Premier Private Clients
- 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 firstname.lastname@example.org. 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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