Head of Financial Advisory
4 weeks ago
Description
du poste (titre)Lead conceptualization and accountable for delivery of future-ready advisor model with a strong customer proposition across BUs utilizing digital platforms and tools to enhance Client experience.
Develop and implement distribution models, training, product and compensation, recruitment practices.
Provide intervention plans to address issues. Drive agency quality and sale culture to deliver sustainable performance matrices that drives business plan.
Preferred skills (heading) / Compétences particulières (titre )
• Transform / change existing agency to meet current business models.
• Ability to deliver future advisory models.
• Strong digital skills on ecosystem for advisors and clients and digital tools
• Deep knowledge in agency key business performance indicators, agency compensation, agency contracts.
Understand agency model pain points and strategic levers
• Ability to lead and support cross functional and/or matrix type structures, with a strong execution mindset.
Qualifications (heading) / Compétences (titre)
• University degree in Business / Finance.
• Solid leadership experiences in sales and distribution management.
• Proven digital development experience in enabling platform (example salesforce)/ tools and data analytics usage.
• Experience in building ecosystem for advisors and Clients .
• Track record in transforming existing advisory channel and implemented change management program.
• Proven experience in delivering innovative advisory channel projects.
• Proven track records and leadership responsibility in sales, revenue and channel management.
Solid experience in advisory distribution strategy with outstanding results
Responsibilities (heading) / Responsabilités (titre)
Lead conceptualization and accountable for delivery of future-ready advisor model Lead BU advisory channel growth Develop distribution models, training, product and compensation, recruitment practices, marketing and customer experience, data analytics and management tracking. Provide intervention plans to address issues. Drive agency quality and sale culture to deliver sustainable performance matrices that drives business plan VNB target. Lead regional agency taskforce and run regular reviews to improve quality and persistency. Develop digital advisory channel platform to improve end to end advisor and Client experienceCatégorie d'emploi :
Gestion de réseauFin de l'affichage :
29/04/2024-
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