Chief Revenue Strategist
4 days ago
Overview
We are seeking a seasoned executive to serve as the Head of Sales, Private Banking segment. As a key member of our leadership team, you will be responsible for developing and executing the private banking sales strategy to achieve revenue and business growth targets.
Key Responsibilities
- Develop and Execute Sales Strategy: Lead the development and execution of the private banking sales strategy to drive revenue growth and expand market share.
- Lead and Mentor Team Members: Directly manage a high-performing team of private bankers and relationship managers, providing guidance, coaching, and mentorship to ensure exceptional client service and sales performance.
- Cultivate Client Relationships: Build and maintain strong relationships with High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients, delivering tailored wealth management solutions that meet their complex needs.
- Collaborate with Stakeholders: Foster effective partnerships with internal stakeholders, including investment, risk, and compliance teams, to ensure seamless service delivery and maximize client value.
Requirements
- Leadership Experience: 10+ years of experience in private banking, wealth management, or financial services, with at least 5 years in a leadership role.
- Proven Track Record: Demonstrated success in sales, business development, and client relationship management, with a proven ability to drive revenue growth and expansion.
- Business Acumen: Strong knowledge of investment products, wealth management solutions, and regulatory frameworks, ensuring alignment with industry best practices.
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