Team Management
- Lead Wealth Management RMs in the growth, acquisition and retention of HNW clients
- Train and develop staff, monitor performance and appraise Wealth Management RMs against assigned targets
- Manage Wealth Management RMs to achieve stated sales levels by coaching and guiding them to achieve sales targets
- Jointly manage the manpower and P/L of branch service and sales operations with branch manager
Business Development
- 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
