Experteer OverviewIn this role you lead the Priority Banking Centre to grow AUM and I&I revenue within a digital-first, customer-centric bank. You will align PBC initiatives with the Retail Wealth Management strategy, overseeing operations, and shaping sales and service models to strengthen the bank's local presence. You'll drive cross-functional collaboration, coach a team of RMs, and ensure compliant, high-quality client experiences. This role offers the opportunity to shape growth for high-net-worth clients while advancing the bank's Digital at the Core mindset.Retribuzione / BenefitsStrategically plan and lead Priority Banking initiatives to grow AUM and I&I revenueManage day-to-day PBC operations for efficiency and profitability through tactical sales and marketingDevise structured sales plans based on resources, market data, and sales force capabilityDevelop a service model with people and processes to strengthen local community presenceEngage with existing customers and prospects via joint calls and visits with RMsFoster a culture of teamwork and strong stakeholder relationshipsEnsure AML, SC Guidelines, and FNSL compliance are tightly observedHire and build a capable PBC teamPlan and implement acquisition, referral, and upgrade strategies to grow Priority Banking customersLead and motivate RMs to achieve KRAs and revenue targetsCoach staff to ensure training and licensing for excellent customer experienceCollaborate with branch banking, business banking and other channels to solicit high-net-worth referralsContribute to the bank's Retail Wealth Management Strategy and PBC audits and complianceResponsabilitàUndergraduate degree in Accounting/Banking/Investment/Finance or related fieldRelevant certifications and licenses in Investment and BancassuranceAt least 10 years of experience in a financial institutionAt least 3–5 years of experience managing high-net-worth banking and wealth management salesExcellent commercial acumen, analytical and interpersonal skillsStrong leadership to manage a large, diverse team and foster teamworkAbility to make independent decisions with minimal supervisionHighly motivated and result-drivenExperience in talent development for wealth management frontline
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