Senior Team Head - Privilege Banking (Onshore Market)
Core
Lead a team of Client Advisors to drive sales, service excellence, and asset growth for high-net-worth clients in the onshore market.
Role type
Senior Team Head - Privilege Banking
Builds
Wealth management solutions and client acquisition campaigns
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Team leadership, client relationship management, business development, regulatory compliance, financial market knowledge, strategic planning
Preferred skills
CFP, CWM, M1B, M5, CM-EIP, CM-SIP, M9, M9A, HI certifications
Responsibilities
Coach and inspire Client Advisors to achieve sales targets, build relationships with high-net-worth clients, drive new client acquisition and AUM growth, ensure adherence to international banking regulations (FAA, FATCA, CRS), collaborate with product specialists and investment advisors
Seniority
Senior, leadership role