Business and Financial performance 

• Deliver the segment Revenue, PBT, AUM (Assets under management) and Balance Sheet targets.
• Grow and sustain a robust and credible Wealth Management business which provides investment management, financial planning, bancassurance sales, tax advice and estate planning.
• Provide leadership and direction to the affiliate and regional teams to ensure optimal delivery on client acquisition, wallet share growth and efficiency.
• Leverage digital channels to engage and serve clients efficiently
• Leverage the value chain across Commercial and Corporate Banking to grow client base and share of wallet
• Pioneer process simplification and efficiency to achieve optimal cost-income ratio
• Drive revenue per RM through optimal up & cross-selling

Customer Excellence 

• Develop best in class client engagement teams (i.e. Wealth Managers, Relationship Managers and Financial Planners) to serve clients
• Design and execute best in class customer value propositions for each affiliate in region
• Become best bank for High Net-worth Individuals in each affiliate in the region as measured by CX and NPS ratings
• Develop, maintain and leverage on excellent communication with key stakeholders and business influencers across the affiliate to support productive external and internal relationships

Leadership and people management 

• Effective mentoring, training and development of teams
• Share knowledge and best practice across affiliates in region

Process, control and operational performance 

• Ensure compliance with KYC, AML, legal, regulatory, audits and any other governance requirements
• Ensure appropriate Securities & Exchange regulatory compliance across affiliates in the Region for the distribution of Wealth Management solutions.
• Embed target market disciplines in growing a healthy client portfolio
• Comply with all the Group and Affiliate policies and procedures
• Lead strategic initiatives that will drive RM efficiency (through tools, development and digital adoption)

Strategic initiatives 

• Build primary banker relationships with at least 75% of the Wealth & Premier client portfolio
• Ensure adequate focus on building well diversified client portfolios

• At least 10 years in leadership role in the financial services industry, 4 year of which should be in managing High Net Worth Individual portfolios.
• Certification in Financial Planning and Wealth Management is an advantage
• Master’s Degree

Skills, Capabilities & Personal attributes

• Customer/market orientated, excellence in planning and execution
• Ability to establish direction and drive execution
• Excellent at delivering and owning results
• Leadership and people development skills are required, in order to develop and maintain effective working relationships both externally and internally, with peers, direct reports and customers.
• Strong interpersonal, influencing and communication skills.
• Business development or Portfolio/Relationship management experience in a Financial Services institution