About this role
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