Leadership and Coaching: Mentor and guide Relationship Managers to enhance their sales capabilities, deepen product knowledge, and strengthen client management expertise.
Business Development and Growth: Lead initiatives in client acquisition and business expansion to grow the bank’s Priority Banking and wealth management portfolios.
Performance Management: Deliver regular updates to senior management on team productivity, client satisfaction metrics, and revenue performance.
Strategic Planning: Develop and implement business strategies to achieve organizational goals, drive market penetration, and strengthen client relationships.
skills and experience required
Minimum of 5–8 years of experience in wealth management, Priority Banking, or a similar client-facing role.
Strong leadership and coaching skills with a demonstrated ability to manage and motivate teams.
Excellent interpersonal and communication skills for building strong relationships with clients, team members, and stakeholders.
Comprehensive knowledge of financial products, including investment instruments, wealth management solutions, and risk management tools.
To apply online please use the apply function (EA: 94C3609/ R21103354)
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about the job
Leadership and Coaching: Mentor and guide Relationship Managers to enhance their sales capabilities, deepen product knowledge, and strengthen client management expertise.
Business Development and Growth: Lead initiatives in client acquisition and business expansion to grow the bank’s Priority Banking and wealth management portfolios.
Performance Management: Deliver regular updates to senior management on team productivity, client satisfaction metrics, and revenue performance.
Strategic Planning: Develop and implement business strategies to achieve organizational goals, drive market penetration, and strengthen client relationships.
skills and experience required
Minimum of 5–8 years of experience in wealth management, Priority Banking, or a similar client-facing role.
Strong leadership and coaching skills with a demonstrated ability to manage and motivate teams.
Excellent interpersonal and communication skills for building strong relationships with clients, team members, and stakeholders.
Comprehensive knowledge of financial products, including investment instruments, wealth management solutions, and risk management tools.
To apply online please use the apply function
...
(EA: 94C3609/ R21103354)
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skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree
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about the jobMeeting sales targets through strategic planning and idea generationConducting thorough financial assessments and insurance needs analysesImplementing structured review mechanisms for existing clientsEnsuring timely responses to customer enquiries and quality advisory standards skills and experience required>2 years’ experience in banking sales, with a strong foundation in insurance sales Certified in relevant modules (M5, M5A, M8, M8A, M9, M9
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