Premier Private Client
1 month ago
As a Desk Head with Premier Private Client (PPC), you are expected to
- Provide coaching, mentorship and motivation of staff to optimize financial contribution to Premier Private Client, enabling them to achieve their full potential in sales and service excellence
- Contribute to the bottom line of Premier Private Client segment through the accomplishment of profit and growth targets
- Establishing acquisition networks to expand acquisition efforts to build up the Assets Under Management (AUM) within the PPC team
- Hosting client acquisition events and other similar initiatives
- Implement service initiatives (in accordance with the Customer Experience guidelines) and ensure consistency of service quality and delivery
- Support projects in delivering new initiatives for the business
- Ensure that Client Advisors (CAs) adhere to the Bank's compliance and regulatory requirements
- Manage operations risk and ensure that the Bank's operational standards and requirements are adhered to
Qualifications
- At least 10 years' experience in the banking and financial services industry with a strong track record in financial product sales and team management
- Good track record in effective team management
- University degree
- Strong interpersonal, communication and analytical skills
- Effective management skills with strong leadership qualities
- Possess initiative, drive and ability to work independently as well as in a team
- It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team
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