Summary
Date Posted: Friday, February 28 2025, Base Salary: Not Disclosed

JOB DETAILS:
Main Responsibilities:
Business and Operational Delivery
• Grow mass affluent portfolio and portfolio management for local and foreign currency of the premier segment
• Develop and implement tactical market plans in support of mass affluent strategy.
• Work hand in hand with Retail Products team in formulation of client relationship deepening models for customer upgrade strategies including relationship pricing and differentiated product pricing models
• Implement mass affluent customer engagement and portfolio strategy to drive product penetration and profitability.
• Provide sales management direction through review and analysis of market trends data, pipeline reports, call reports, and win/loss trends
• Conduct customer focus groups and competitor reviews to determine the appetite for differentiated products in the Retail Affluent customer segment
• Formulate suitable sales and marketing plan to grow the client base and maintain robust pipeline of business opportunities.
• Ensure Relationship Managers, manages client portfolios, keeping client plans up-to-date. Enhance and expand the banks' relationships with existing and new clients
• Through Relationship Managers ensure client accounts are closely monitored and are performing positively to meet client needs, be aware of both their goals, income and spending to manage the portfolio and subsequently grow revenue.
• Through research be on top of market condition and proactively determine opportunities to meet private banking revenue but also mitigate any obstacles that might arise.
• Create strategies for client acquisition, expansion and retention in the markets with a focus on client experience and client outcomes across the bank.

People Management
• Build and develop high performing teams by embedding performance-based culture by mentoring, coaching, guidance and support on the job training where need be.
• Proactively and creatively develop team's skills encouraging learning and knowledge transfer and recognizing achievements.
• Ensure team members own and manage customer queries and complaints by taking ownership and resolving in timely manner. Act as escalation point for their unresolved queries and complaints.
• Accountable for effective resource planning, management, reporting and coordination of projects/initiatives to deliver change in line with business requirements.
• Create an empowering environment for team members, encourage individual ownership and initiative.
• Ensuring clients are being directed and serviced in the appropriate manner and be key point of escalation.

Knowledge and Skills:
• Business understanding of the characteristics of Mass Affluent clients, consumer buying behavior and pricing sensitivity, and knowledge on premier banking offerings for Retail Banking
• Strong understanding of banking and lending products.
• Knowledge and understanding of appropriate legislation and regulations affecting banking and customer interaction to ensure that all transactions are legal.
• Interpersonal skills
• Planning and organizing skills
• Self-empowerment to enable development of open communication, teamwork and trust that are needed to support performance and customer-service oriented culture.
• Excellent oral, written and interpersonal communication, presentation, strong closing, leadership and influencing skills.
• Selling and negotiation skills
• Personal motivation and drive with the ability to work independently and in a collaborative environment
• Strong Relationship Management skills

Qualifications and Experience:
• Bachelor's degree in business studies, banking, finance or economics,
• Master's degree in business administration and or management is preferred
• A minimum of 7 years' relevant working experience in Premier Banking Operations with focus on Mass Affluent is a must, with at least 3 years as a senior leader

Work Hours: 8

Experience in Months: 84

Level of Education: Bachelor Degree

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