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Job Purpose
The role is responsible for leading and managing the wealth management strategy across multiple branches within a designated region. This role focuses on driving high-net-worth client acquisition, deepening client relationships, and ensuring consistent delivery of superior wealth solutions and services.
Job Responsibilities
- Regional Wealth Strategy & Execution
- Develop and implement regional strategies to grow the wealth management portfolio.
- Analyze market trends and client demographics to tailor regional offerings.
- Align regional goals with national wealth management objectives.
- Team Leadership & Performance Management
- Lead, coach, and develop a team of Wealth Managers and Relationship Managers.
- Set and monitor performance targets, ensuring alignment with business goals.
- Foster a high-performance culture focused on client satisfaction and revenue growth.
- Client Relationship Management
- Build and maintain strong relationships with high-net-worth individuals (HNWIs).
- Provide strategic financial advice and customized wealth solutions.
- Ensure consistent delivery of exceptional client experiences across the region.
- Sales & Product Penetration
- Drive cross-selling of investment, insurance, and banking products.
- Collaborate with product and marketing teams to ensure regional product relevance.
- Monitor and report on sales performance and product uptake.
- Compliance & Risk Management
- Ensure adherence to regulatory requirements and internal policies.
- Monitor risk exposure and implement mitigation strategies.
- Conduct regular reviews and audits to maintain compliance standards.
- Stakeholder Engagement
- Liaise with internal stakeholders including branch managers, product teams, and compliance.
- Represent the region in national wealth management initiatives and strategy sessions.
- Act as a key point of contact for escalations and strategic discussions.
Job Requirements
- A Bachelor's Degree in Finance, Business Administration or relevant field.
- In depth knowledge of Wealth Management Products relating to investment, insurance, and banking solutions.
- Knowledge of financial advisory practices, estate planning, and retirement strategies.
- Familiar with local and international financial regulations and risk management.
- Awareness of economic indicators, financial markets, and competitor offerings.
- Proficient in using customer relationship management systems and digital platforms.
- Able to lead, coach, and inspire a team of wealth professionals.
- Capable of developing and executing regional strategies aligned with corporate goals.
- Possess strong skills in selling financial products and negotiating with high-net-worth clients.
- Proficient in analysing financial data, market trends, and client portfolios.
- Excellent verbal and written communication skills for client and stakeholder engagement.
- Strong decision-making and conflict resolution capabilities.
