Head, Private Client

RHB Banking Group


Date: 11 hours ago
City: Remote
Contract type: Full time
Remote
Private Banking Team Leaders (Head, Private Client)

Primary Objective

  • Effectively and efficiently manages a team of Private Client Directors (PCD) in delivering revenue, client growth and service quality
  • Strategic planning and execute all Private business initiatives, organize/plan Private sales activities to generate sales volume and ensuring the Bank’s Private platform has a strong presence in the local market
  • Ensure all PCD engage all Private customers assigned frequently according to minimum engagement frequency set.
  • Deliver excellent customer experience to maintain good rapport and loyalty with all customers
  • Managing PCD portfolio and providing day-to-day coaching and book oversight

Key Responsibilities

Sales Management

Revenue

  • Lead business development activities and ensure alignment of business strategy /plans with Private Channel’s strategies.
  • To plan & execute the clients’ marketing events/activities on monthly to drive sales
  • Efficiently and effectively manage the Branch resources by collaborating with BM, branch sales personnel and Affluent & Wealth Regional Sales Heads to drive and expand Private customer base, retention and satisfaction
  • Manage the Private Sales team to achieve assigned revenue targets
  • Optimize CRM and campaign leads to deliver sales results and increase staff productivity
  • Practice usage of sales methodology and Financial Journeys to achieve targets

Service

  • Deliver high-level, consistent service and quality standards to all our Private Customers

People

  • Build and develop staff competencies and sales & service qualities
  • Responsible for recruitment and staff retention

Compliance

  • Ensure team adheres to all related regulatory requirements, policies, operational risk, legal and compliance matters including processes and procedures at all times.
  • Ensure no operational and control lapses amongst team members

Requirement

  • Formal Education: Degree in banking and finance, accounting or business administration
  • Professional Accreditation:
  • Professional Banking Certificate
  • Preferred level of Experience (by years/function/industry):
  • Minimum 5 years of experience in any FIs with relevant experience in branch banking/Premier Centres with exposure in sales, service & operational aspects
  • Experience in people management, team sales performance and provide high service standard
  • Have the relevant licenses for the portfolio
  • Other skills required:
  • Good knowledge and exposure in wealth sales and products and local retail market landscape
  • Strong leadership and excellent customer service, interpersonal & relationship building skills
  • Good understanding of Group’s strategy objective and retail business model

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