Area Manager, Priority Banking (Nationwide)

Experteer Overview

In this role you lead Priority Banking initiatives to grow AUM and IRev, driving the PBC’s performance and customer experience. You will set strategy, oversee operations, and build a high‑performing team to deliver growth targets. You’ll collaborate across branches and segments to expand high‑net‑worth opportunities while ensuring regulatory compliance and strong risk controls. This is a chance to influence wealth management at scale within a digital‑first bank culture.

Retribuzione / Benefits

• Strategically plan and execute Priority Banking initiatives to grow AUM and IRev
• Oversee daily PBC operations for efficiency and profit maximization through sales and marketing execution
• Develop structured sales plans based on resources, market data, and sales force capabilities
• Create a service model that enhances community presence and people/process efficiency
• Engage existing customers and prospects through joint sales calls with Relationship Managers
• Foster teamwork and strong stakeholder relationships across the bank
• Ensure AML, SC Guidelines, and FNSL compliance are strictly observed
• Recruit and build a capable PBC team
• Implement acquisition, referral, and upgrading strategies for Priority Banking customers
• Lead RMs and monitor performance against KRAs and revenue targets
• Coach staff to deliver trained and licensed service and excellent customer experience
• Collaborate with branches and other segments to secure high‑net‑worth referrals and opportunities
• Contribute to the Retail Wealth Management strategy and overall bank targets
• Oversee PBC audit and regulatory compliance aligned with internal policies

Responsabilità

• Undergraduate degree in Accounting/Banking/Investment/Finance or related field
• Possess relevant certification and licenses in Investment and Bancassurance
• At least 10 years of experience in financial institutions
• 3–5 years managing HNW banking and wealth management sales
• Excellent commercial acumen, analytical and interpersonal skills
• Leadership experience with large diverse teams and cross‑functional collaboration
• Ability to make independent decisions with minimal supervision
• Highly motivated and results‑driven
• Ability to develop young talent in wealth management front‑line