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 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
> 8 years of experience in wealth management, Priority/Priority Private/Private 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 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
> 8 years of experience in wealth management, Priority/Priority Private/Private 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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Partner with sales teams to manage and deliver high-touch relationship management for regional institutional clients.Drive day-to-day engagement with high-net-worth and institutional clients, acting as the primary point of contact for portfolio inquiries.Conduct in-person portfolio performance reviews and communicate top-down investment strategies, market outlooks, and allocation adjustments.Partner with regional business development teams to support pros
Partner with sales teams to manage and deliver high-touch relationship management for regional institutional clients.Drive day-to-day engagement with high-net-worth and institutional clients, acting as the primary point of contact for portfolio inquiries.Conduct in-person portfolio performance reviews and communicate top-down investment strategies, market outlooks, and allocation adjustments.Partner with regional business development teams to support pros
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