WM_Head of Business and Sales management
1 month ago
· To manage Taiwan Wealth Management Business and Sales Management team including marketing & communications, sales performance management, data analyst and business manager.
· To assist the Head of WM Taiwan in management reviews and presentations, performance tracking and analysis, budgeting process, forecast and business planning and reviews
· To drive the planning and execution of strategic business and growth priorities for Taiwan WM.
· To navigate with key stakeholders and frontlines on driving strategic priorities to improve frontline productivity
· To drive sales performance management to align with APAC sales management KPIs
· Contribute to define the Taiwan strategy and provide support on business development, risk management & controls, and to implement strategic directions/initiatives in Taiwan
Key Responsibilities
Strategy
· Assist the Head of WM Taiwan to drive the planning and execution of strategic business and growth priorities
· Work in coordination with IS and Sales Management on sales planning and monitoring
· Work with internal stakeholders & external suppliers to execute the strategy including but not limited to Prospecting, Sales Performance Management, Marketing & Communications, Data Analytics, Business Management.
Business Development
· Define business development strategy, strategic directions and monitor its implementation to increase the share of wallet and top client coverage
· Working with Frontlines to drive prospecting activities to grow new client acquisition
Business & Sales Performance Management
· Business planning and reviews.
· Performance tracking and analysis to drive sales discipline
· Organize and assist in forecasting and budgeting process, monitor and analyze actual vs. budgeted figures
· Assist in management reviews and presentations
· Ensure that the requirements of FO are represented and taken into account on relevant transversal projects
Compliance and Control
· Act at all times in accordance to the Bank’s compliance & control framework
· Identify and control compliance risks, implementing monitoring measures where required and collaborate with Compliance and Permanent Control team
· Assist to ensure that business activities are in line with fundamental regulatory and compliance requirements
· Participate in new product/process projects raised by WM APAC / Markets
Competencies (Technical / Behavioral)
· Deep understanding of (or passion for) Wealth Management and Frontline Management experience
· Ability to deliver across various KPIs while adhering to all risk and compliance norms
· Ability to build a network of internal stakeholders in various departments and provide an interface between them and Senior Sales staff
· Excellent communication skills (business writing, verbal/presentation skills)
· Detailed data analytical skills including the ability to mine complex data to extract and drive key business decisions (knowledge of Excel, database design, dashboards/tool-building)
· Strategic thinking (breaking problems down, using frameworks to create innovative solutions) and communicating these – PowerPoint skills necessary
· Self-motived, driven, intellectually curious and with a global mindset
Specific Qualifications Required
Degree holder with solid banking experience (wealth management and frontline management experiences preferred)-
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