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Area manager, priority banking (nationwide)

Mel
Experteer Italy
Responsabile di zona
Pubblicato il 12 giugno
Descrizione

Ph3Experteer Overview /h3pIn this role you lead Priority Banking initiatives to grow AUM and IRev, driving the PBC’s performance and customer experience. You will set strategy, oversee operations, and build a high‑performing team to deliver growth targets. You’ll collaborate across branches and segments to expand high‑net‑worth opportunities while ensuring regulatory compliance and strong risk controls. This is a chance to influence wealth management at scale within a digital‑first bank culture. /ph3Retribuzione / Benefits /h3ulliStrategically plan and execute Priority Banking initiatives to grow AUM and IRev /liliOversee daily PBC operations for efficiency and profit maximization through sales and marketing execution /liliDevelop structured sales plans based on resources, market data, and sales force capabilities /liliCreate a service model that enhances community presence and people/process efficiency /liliEngage existing customers and prospects through joint sales calls with Relationship Managers /liliFoster teamwork and strong stakeholder relationships across the bank /liliEnsure AML, SC Guidelines, and FNSL compliance are strictly observed /liliRecruit and build a capable PBC team /liliImplement acquisition, referral, and upgrading strategies for Priority Banking customers /liliLead RMs and monitor performance against KRAs and revenue targets /liliCoach staff to deliver trained and licensed service and excellent customer experience /liliCollaborate with branches and other segments to secure high‑net‑worth referrals and opportunities /liliContribute to the Retail Wealth Management strategy and overall bank targets /liliOversee PBC audit and regulatory compliance aligned with internal policies /li /ulh3Responsabilità /h3ulliUndergraduate degree in Accounting/Banking/Investment/Finance or related field /liliPossess relevant certification and licenses in Investment and Bancassurance /liliAt least 10 years of experience in financial institutions /lili3–5 years managing HNW banking and wealth management sales /liliExcellent commercial acumen, analytical and interpersonal skills /liliLeadership experience with large diverse teams and cross‑functional collaboration /liliAbility to make independent decisions with minimal supervision /liliHighly motivated and results‑driven /liliAbility to develop young talent in wealth management front‑line /li /ul /p #J-18808-Ljbffr

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Home > Lavoro > Lavoro Commercio > Lavoro Responsabile di zona > Lavoro Responsabile di zona a Mel > Area Manager, Priority Banking (Nationwide)

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