Channel Management Head
Core
Lead channel management for Private Banking and Advisory, driving revenue growth through portfolio expansion and new client acquisition while managing budget efficiency.
Role type
Senior Channel Management Head
Builds
Private banking client portfolios and advisory service delivery
Domain
Banking / Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
revenue target achievement, cost-to-income management, stakeholder relationship management, budget planning, product and pricing expertise, client acquisition
Preferred skills
FAIS fit and proper status, RE5 and RE1 qualifications
Responsibilities
Achieve revenue targets by growing existing client portfolios or acquiring new clients, meet Cost to Income targets while managing budget goals, foster a service culture for exceptional client service, cultivate relationships with stakeholders including SMEs and senior staff, advise specialists on target management and present Channel budgets, maintain expert knowledge of products and processing timelines
