Head of Affluent Growth
Core
Define, coordinate, and execute the growth agenda for investment solutions across Personal Banking and Mass Affluent clients to drive assets under management and investment fee income.
Role type
Senior leadership head of affluent growth (Personal Banking)
Builds
Investment solutions and client engagement strategies for affluent retail clients
Domain
Banking / Personal Banking / Investment Services
Deliverable
product features
Required skills
Commercial strategy, investment product knowledge, data-driven decision making, stakeholder management, team leadership, commercial execution, client acquisition, retention, and conversion
Preferred skills
Experience in value proposition management, digital after-sales initiatives, cross-functional partnership building
Technologies
Data analytics tools, digital channels, CRM systems
Responsibilities
Drive growth strategy for investments and client activation; Accelerate assets under management and active investor numbers; Shape value propositions for affluent clients; Translate strategy into commercial plans and execution; Lead sales coaching and communication initiatives; Use data to identify growth opportunities; Improve acquisition, activation, retention, and conversion; Support senior stakeholders and build cross-functional partnerships; Prepare strategic recommendations for management; Lead and develop a multidisciplinary team
Seniority
Senior, hands-on IC with leadership responsibilities
