Head of Sales & Client Management (SVP)
Implement a sales activity driven model that ensures a systematic engagement model with existing client base and new clients.
The sales model should ensure a sustained and profitable business growth in the areas of AUM and client numbers.
Monitor and improve the profitability of AUM including fees, deposits and securities.
Ensure the Relationship Managers are following the Guideline's and Policies Governing the Advisory business, thus creating a strong culture of Governance and Control.
Design and Implement a process where Relationship Managers systematically prepare and deliver client Investment proposals and Portfolio rebalancing opportunities guided by the principles of Investment Advisory.
Assist in actively seeing new potential clients and markets for onboarding.
Design and Implement a client acquisition strategy including KPI`s.
Provide advice and support regarding the investment strategy and ensure that client`s portfolios are periodically reviewed.
Market the Wealth Management products and services, providing new ideas for potential offerings.
Aim to constantly improve the banks value proposition to ensure a consistent client onboarding journey.
Develop and maintain solid working relationships with Client Advisors, Relationship Managers, Clients and Industry specialists in the markets the bank operates in.
Participate in management meetings, present reports and be in a position to advice, guide and give recommendation's for Wealth Management.
At least 10 years within a highly regulated private banking institution
5 years + experience in managing a team
Educated ideally to degree level with a focus in Finance, Economics or Business
CFA qualified or equivalent (highly advantageous)
Expert knowledge in banking and financial instruments
Experience in Liquidity and Market Risk Management Control
AML experience including other Compliance topics
Excellent communication and presentation skills
English Language, written and spoken fluently
Ambrina Hamid will be at your disposal for any further information and looks forward to the delivery of your application and documents by email to firstname.lastname@example.org.