Head of PBWM Segment Management
Core
Define and steer the overall value proposition for Private Banking & Wealth Management clients, driving the creation of exclusive solutions and products tailored specifically to the Private segment.
Role type
Senior IC segment management leader (Private Banking)
Builds
Dedicated Private Banking offering including exclusive products, services, and tailored solutions beyond standard investment products
Domain
Banking / Private Wealth Management
Deliverable
product features
Required skills
Segment strategy, commercial steering, performance analytics, business case management, cross-functional coordination, marketing planning, product development
Preferred skills
Customer intelligence integration, digital channel familiarity, CRM and lead management
Technologies
CRM, digital channels
Responsibilities
Define and lead the development of the Private Banking offering; Lead performance analytics and business case tracking for PBWM initiatives; Develop PBWM segment marketing plan and communication strategy; Act as central orchestrator across Sales, CIO, Digital, and Product functions; Monitor commercial results, campaign performance, and client behavior; Lead the design and delivery of dedicated Private Banking products and services
Seniority
Senior, hands-on IC
