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Not stated
Work mode
On-site
Experience
Experienced
About the role
This role leads a Treasures wealth management centre, taking charge of operations, service delivery and sales performance for the assigned location. You will manage a team of advisory staff and the centre's customer base, ensuring regulatory compliance and business targets are met. It suits an experienced banking professional with a strong sales management background who can drive a high-performance culture.
What you'll do
Act as the single point of accountability for assigned centres across operational and service delivery
Review and implement work processes, procedures and audit controls to meet internal and external regulatory requirements
Manage the customer base and operating complexities within the centre
Lead and drive individual and team sales performance to achieve business objectives and sales targets
Ensure needs-based selling and service compliance with regulatory and internal audit/security requirements
Deploy resources at the centre effectively to maximise productivity
Build a high-performance culture to attract, develop and retain high-performing advisory staff
Good to know
Location: Treasures Centre, Newton
Full-time, regular employee status
Requirements
Degree holder
At least 8 years of work experience in banking and finance
Preferably a good track record in sales management
Proven success leading sales management teams
At least 2 years of managerial experience
Good knowledge of financial costing, including P&L management
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