Regional Wealth Manager (Southern)

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Job Purpose

The role is responsible for leading and managing the wealth management strategy across multiple branches within a designated region. This role focuses on driving high-net-worth client acquisition, deepening client relationships, and ensuring consistent delivery of superior wealth solutions and services.

Job Responsibilities

1. Regional Wealth Strategy & Execution

• Develop and implement regional strategies to grow the wealth management portfolio.

• Analyze market trends and client demographics to tailor regional offerings.

• Align regional goals with national wealth management objectives.

2. Team Leadership & Performance Management

• Lead, coach, and develop a team of Wealth Managers and Relationship Managers.

• Set and monitor performance targets, ensuring alignment with business goals.

• Foster a high-performance culture focused on client satisfaction and revenue growth.

3. Client Relationship Management

• Build and maintain strong relationships with high-net-worth individuals (HNWIs).

• Provide strategic financial advice and customized wealth solutions.

• Ensure consistent delivery of exceptional client experiences across the region.

4. Sales & Product Penetration

• Drive cross-selling of investment, insurance, and banking products.

• Collaborate with product and marketing teams to ensure regional product relevance.

• Monitor and report on sales performance and product uptake.

5. Compliance & Risk Management

• Ensure adherence to regulatory requirements and internal policies.

• Monitor risk exposure and implement mitigation strategies.

• Conduct regular reviews and audits to maintain compliance standards.

6. Stakeholder Engagement

• Liaise with internal stakeholders including branch managers, product teams, and compliance.

• Represent the region in national wealth management initiatives and strategy sessions.

• Act as a key point of contact for escalations and strategic discussions.

Job Requirements

• A Bachelor's Degree in Finance, Business Administration or relevant field.

• In depth knowledge of Wealth Management Products relating to investment, insurance, and banking solutions.

• Knowledge of financial advisory practices, estate planning, and retirement strategies.

• Familiar with local and international financial regulations and risk management.

• Awareness of economic indicators, financial markets, and competitor offerings.

• Proficient in using customer relationship management systems and digital platforms.

• Able to lead, coach, and inspire a team of wealth professionals.

• Capable of developing and executing regional strategies aligned with corporate goals.

• Possess strong skills in selling financial products and negotiating with high-net-worth clients.

• Proficient in analysing financial data, market trends, and client portfolios.

• Excellent verbal and written communication skills for client and stakeholder engagement.

• Strong decision-making and conflict resolution capabilities.