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Area manager, priority banking (nationwide)

Uta
Experteer Italy
Responsabile di zona
Pubblicato il 12 giugno
Descrizione

Ph3Experteer Overview /h3pIn this role you lead the Priority Banking Centre to grow AUM and II 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. /ph3Retribuzione / Benefits /h3ulliStrategically plan and lead Priority Banking initiatives to grow AUM and II revenue /liliManage day-to-day PBC operations for efficiency and profitability through tactical sales and marketing /liliDevise structured sales plans based on resources, market data, and sales force capability /liliDevelop a service model with people and processes to strengthen local community presence /liliEngage with existing customers and prospects via joint calls and visits with RMs /liliFoster a culture of teamwork and strong stakeholder relationships /liliEnsure AML, SC Guidelines, and FNSL compliance are tightly observed /liliHire and build a capable PBC team /liliPlan and implement acquisition, referral, and upgrade strategies to grow Priority Banking customers /liliLead and motivate RMs to achieve KRAs and revenue targets /liliCoach staff to ensure training and licensing for excellent customer experience /liliCollaborate with branch banking, business banking and other channels to solicit high-net-worth referrals /liliContribute to the bank’s Retail Wealth Management Strategy and PBC audits and compliance /li /ulh3Responsabilità /h3ulliUndergraduate degree in Accounting/Banking/Investment/Finance or related field /liliRelevant certifications and licenses in Investment and Bancassurance /liliAt least 10 years of experience in a financial institution /liliAt least 3–5 years of experience managing high-net-worth banking and wealth management sales /liliExcellent commercial acumen, analytical and interpersonal skills /liliStrong leadership to manage a large, diverse team and foster teamwork /liliAbility to make independent decisions with minimal supervision /liliHighly motivated and result-driven /liliExperience in talent development for wealth management frontline /li /ul /p #J-18808-Ljbffr

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

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