Wealth Relationship Head - Banking

Key Responsibilities:

Manage CASA Book:

- Oversee the growth and maintenance of Current and Savings Account (CASA) portfolios, both for existing clients (ERV) and new-to-bank clients (NTB).

- Drive overall business performance in the wealth management sector.

Leadership and Mentoring:

- Lead a team of Wealth Banking Relationship Managers.

- Provide guidance, mentorship, and support to enhance team performance and development.

Trade, FX, and Asset Management:

- Oversee the Trade & FX business and the asset management functions within the wealth team.

- Ensure optimal performance and client satisfaction in these areas.

Client Engagement:

- Ensure comprehensive and proactive client engagement, ensuring total client ownership.

- Develop and implement strategies for deeper client relationships and enhanced service delivery.

Cross-Sell Opportunities:

- Collaborate with other business units to identify and leverage cross-selling opportunities.

- Integrate various product offerings to meet client needs effectively.

Compliance:

- Ensure adherence to all compliance processes and regulatory guidelines.

- Monitor and manage risks associated with the wealth management activities.

Coordination and Infrastructure:

- Work with other departments to ensure the team has the necessary support and infrastructure.

- Facilitate smooth operations and address any operational challenges.

Strategic Planning:

- Develop and implement strategic plans to achieve business goals.

- Monitor progress and make adjustments as needed to stay on track.

Product Delivery:

- Ensure the team delivers consistently across all products, including balance sheet management, FX, investment, and asset products.

- Maintain high standards in product delivery and client service.

Talent Management:

- Recruit and retain talented team members.

-Foster a positive work environment and provide opportunities for professional growth.

Portfolio Analysis:

- Conduct detailed portfolio analysis to align with client needs and preferences.

- Adjust strategies based on analysis to improve client satisfaction and business outcomes.

Additional Considerations:

Market Knowledge:

- Stay updated with market trends, economic developments, and competitor activities.

- Use this knowledge to inform strategic decisions and enhance client offerings.

Technology Utilization:

- Leverage technology and data analytics to improve client engagement and operational efficiency.

- Explore innovative solutions for enhancing the wealth management experience.

Client Feedback:

- Implement systems to gather and act on client feedback.

- Use insights to refine services and address any areas for improvement