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Work mode
On-site
Experience
Experienced
About the role
You will lead a sales team for the Priority Clients segment, driving new business and deepening existing customer relationships while meeting service standards and regulatory requirements. This role suits an experienced sales leader with a strong compliance mindset and a background in consumer banking products.
What you'll do
Accelerate client acquisition and penetration in target segments
Develop targeting strategies by segment and geographic presence, including pull-based sourcing
Foster a robust service culture and ensure accurate, timely delivery of client journeys and scripts
Work with stakeholders to meet segment-wise targets, conduct root cause analysis and resolve bottlenecks
Define strategy for converting leads provided by the segment
Collaborate with digital channels on online acquisition fulfilment and ongoing usage
Work with segment, product and performance management teams to meet performance standards and KPIs
Ensure high levels of FLC and maintain service standards at touchpoints
Meet deliverables in budget and scorecards
Ensure contractability ratio of relationship managers to clients
Adhere to laws, regulations, internal risk and compliance policies and the Group Code of Conduct
Complete mandatory risk and compliance training, including e-learning, by set deadlines
Ensure team members complete mandatory risk and compliance training and acknowledgements on time
Demonstrate adherence to the Group Management Responsibilities policy and fair accountability principles
Take prompt action on risk and compliance weaknesses, escalating as needed
Develop, roll out, maintain and recommend procedures and controls that meet or strengthen group and local policies
Ensure teams are fully compliant with rules and regulations and adhere to operational risk controls
Be measured against overall ORF standards of CR and accountable for adherence to the Risk Assurance Framework
Ensure good ratings in internal and external audits, governance, compliance and GIA reviews
Work with country learning and talent development to set training standards, including compliance-related ones
Collaborate with financial crime compliance, AML, L&C on client due diligence and KYC processes
Provide input to governance and operational risk to define measures and controls for preventing mis-selling, mis-representation and fraud, and for Treating Clients Fairly principles
Ensure timely completion of CPD hours
Embed strong first-line credit and conduct mindset and capabilities
Strengthen staff awareness of cyber risk through training on good practices and market lessons
Maintain MIS accuracy and discipline, and control payment of incentives to sales channels, vendors and agencies
Ensure effective resource allocation, capacity and cost management linked to participation model and product/segment strategy
Periodically review sales channel deliverables and effectiveness with stakeholders
Deliver against budget and forec
Requirements
RNF and CMFAS certification
Client acquisition experience
Account management experience with HNW individuals
Technical knowledge in consumer banking products such as treasury, equities, funds and insurance
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