Group Head, Wealth Management at RS Hunter Limited

Our client, a financial institution, seeks to employ a Group Head, Wealth Management.

Key Responsibilities:

• Develop customer value proposition and drive the execution of Private Banking sales strategy, ensuring there is no knowledge gap,and that all business activities/processes are driven towards the achievement of business goals
• Ensure the delivery of a consistent and memorable customer experience/on-boarding in the segment across all touch points to create stickiness, loyalty, as well as to revitalize inactive customers
• Explore the business environment to identify, develop and close business/ sales opportunities
• Oversee and provide strategic support for business development and relationship management within the segment
• Drive growth in customer wallet share through cross-selling of products on existing accounts
• Understand lifestyle needs of HNI customers, keep up-to-date with competition and develop appropriate / customized products & service for them.
• Explore the family office banking strategy to capture current and future business opportunities around HNI customers
• Provide business advisory services to customers as well as provide capabilitiesthatsupportstheir wealth management/investments
• Present to Executive Management business activities, as well as potential areas for investment to grow the private banking business

Requirements

• First degree in relevant discipline. Additional qualification(s) would be an added advantage
• At least 12 years of relevant experience in sales, which includes HNI customers relationship management
• Strategy Development & Execution
• Managing Corporate & Business Unit Performance
• Relationship Management
• Marketplace knowledge
• Credit analysis
• Business Acumen
• Operational Risk Management
• Policy formulation and implementation
• Knowledge of extant regulations and guidelines
• Stakeholder management
• Knowledge of the Global Business Environment
• Budgeting and Budgetary Control