Job Description

• Develop, strengthen and execute business models and strategies of Retail Banking Wealth in the Emerging Affluent, Affluent & HNW customer segments
• Participate in sales and marketing activities for affluent and high net worth clients from onshore market
• Enhance the bank’s profile in Wealth Management and grow the assigned portfolio in terms of AUM and customer base while ensuring strong customer engagement
• Assume full management responsibility of Wealth Management RMs sales productivity and ensure effective cross selling of the bank’s products and services
• Oversee sales efforts including sales force coaching and participate in clients calls with RMs
• Drive sales productivity (new & cross selling) of Wealth Management products
• Strong follow up skills and initiatives to ensure all time sensitive transactions are executed in a timely and accurate fashion
• Good grasp of internal processes, procedures, documentation, fees and related terms and conditions of products and services offered by bank
• Achieve balanced scorecard, service, operational and regulatory standards set by the bank

Compliance and Regulations

• Apply knowledge of relevant laws and regulations to compliance requirements in carrying wealth advisory activities for HNW clients
• Ensure sales are conducted in accordance with the internal and external regulatory requirements

Project Management

• Ad hoc project management

Qualifications

• Bachelor Degree in Banking, Business Administration or Economics with CMFAS Certification
• Min 8 years banking experience preferably in leading a sales team
• Sound knowledge of banking products & services with particular emphasis on mobile platform sales acquisition for secured and or unsecured loan products
• Good interpersonal skills with background in leadership & sales management
• Strong interpersonal, communication and analytical skills
• Ability to work independently and in a team are essential attributes