Management Support

• Support the MGH in their Business Strategies/Priorities, Business Growth and Sales Activities.

• Enable effective communication within the Markets by driving management rhythm and governance forums (eg. Leadership Meetings, Team Huddles, market management meetings etc.)

• Secretariat for management meetings and governance forums (agenda, minutes, action items).

• Be the trusted partner and advisor to the MGH, MHs and THs, on performance and sales management topics.

• Support sales & client management initiatives for the respective markets (ie. concept development, implementation, change management).

• Partner MGH and MHs across various business planning topics such as target segments analysis, sales efficiency analysis, NNM pipelines management, business reviews and budget planning.

• Provide management reporting capability and dashboarding to MGH and MHs.

• Provide coordination and secretariat support for Weekly Onboarding Clearing Forum (supporting rotating MHs in reviewing and clearing onboarding cases before submission to COLM or FCC)

• Act as single point of contact for FO for queries relating to onboarding submission, prioritization, or the MI tool

• Support MGH on client and people engagement topics such as EES, client surveys

Sales Strategy

• Business performance management through monitoring & tracking of sales and KPI parameters, market financials and trend analysis to support forward looking performance analysis and sales planning.

• Partner MGH and MHs in defining and implementing market focused sales/segment initiatives in line with market ambitions and the Bank’s direction.

• Support MGH and MHs in KPI and budget simulations.

• Support business financial related tasks, inclusive but not limited to, internal referral agreements and internal pricing matrix.

• Key liaison representing Front Office between various Bank teams (products and advisory, BISM, Finance) on sales strategy activities.

• Support MGH and MHs in defining marketing event focus and nomination criteria through data analytics.

• Monitor client referrals and cross function collaborations.

SME representation in bank wide projects and programs

• SME representative for SSM, Special Initiatives or Client Management Framework topics, on various projects or business process enhancements to ensure BM views are incorporated, and enable effective change management during implementation

• Representing Front Office (FO) in the working groups, where applicable, providing constructive feedback to improve the current sales processes and advising these guidelines, policies & procedures to FO and share best practices.

Bank-wide

• Foster and promote a culture of excellence and best practices sharing and adoption across bank.

• Drive/lead/support/execute improvement of FO or FO-related processes/topics for the Bank for better effectiveness, efficiency and efficacy.

• Collaborate globally across the bank, stakeholders, and functions to include tracking of issues and /actions and escalate to management as when appropriate, to achieve optimal outcome for the business, and attain a collaborative culture across the bank.

Work Experience Requirements

• Exposure to Private Banking is mandatory, with minimum 8 years of relevant industry experience.

• Solid demonstrable experience in working directly with Senior Management in a business management capacity within the Front Office

• Driven self-starter who is delivery focused and possess strong communication, influencing and presentation skills.

• Ability to organize people and processes, and ability to lead groups toward a single goal.

• Thrive in a fast-paced environment and can adapt to various demands in a diverse culture.

• Familiar with relevant rules and regulations, those relating to local private banking business.

• Bachelor’s degree. Possession of related industry qualifications is advantageous.