Head Wealth Management

Qualifications, Experience & Competencies Required

• A bachelor’s degree in a business course or any related degree.
  
• A professional certificate/Masters degree is an added advantage.
  
• A minimum of Eight (8) years’ experience in sales with a proven track record to deliver results of which five (5) should have been at a senior management level.
  
• Proven expertise in high-net-worth client relationship management, sales strategy development, and financial analysis is critical
  

• Develop and execute a comprehensive HNI Banking strategy aligned with the Bank’s Retail Banking Strategy.
  

• Lead the acquisition of high-value clients through leveraging networks, partnerships, and referrals.
  

• Oversee relationship management standards and client engagement models to ensure customer satisfaction.
  

• Drive growth in Assets Under Management (AUM) and liabilities (deposits, investments) for the Bank’s High Net Worth and Workplace Banking segment.
  

• Monitor performance of the segments in terms of profitability and optimize portfolio performance to deliver on set targets.
  

• Collaborate with the Products team to refine and deliver competitive solutions for customers under the HNI & workplace banking segments.
  

Risk Compliance and Governance

• Ensure robust Know Your Customer (KYC), Anti-Money Laundering (AML), and Counter-Terrorism Financing (CTF) standards are maintained for all HNI clients.
  

• Oversee Enhanced Due Diligence (EDD) for high-risk and Politically Exposed Persons (PEPs) within the HNI portfolio.
  

• Ensure strict confidentiality and protection of HNI client information in line with data privacy laws and bank policy