Wealth Banking Relationship Manager Team Head - Medan

Wealth Banking Relationship Manager Team Head

Job Responsibilities:

Sales & Client Management

• Manage and maintain relationships with existing Wealth Banking Clients
• Acquire New-to-Bank (NTB) clients and grow the wealth portfolio
• Generate fee income through investment, insurance, and wealth management products
• Achieve Annualized Premium Equivalent (APE) targets
• Conduct KYC processes and ensure compliance with regulatory requirements
• Monitor and manage PEP Clients in accordance with bank policies

Team Leadership & Management

• Lead and manage a team of Wealth Banking Relationship Managers to individual and team targets.
• Monitor Team Performance, AUM growth, client acquisition, revenue, and sales activities.
• Provide guidance to team members on client engagement, product solutions, and sales strategies.
• Ensure the team complies with bank policies, SOP's, SLA's, and applicable regulatory requirements.
• Conduct regular team performance reviews and report team progress to management.

Requirements

• WPPE and/or AAJI certification is required
• Proficient in Hokkien is required
• Proficient in Mandarin is preferred
• Bachelor's degrees any major from reputable university
• Strong leadership, communication, sales, and relationship management skills
• Good communication in English written and conversational
• Willing to be placed in different branches in same city