Experteer Overview

In this role you lead the Priority Banking Centre to grow AUM and I&I; revenue within a digital-first, customer-centric bank. You will align PBC initiatives with the Retail Wealth Management strategy, overseeing operations, and shaping sales and service models to strengthen the bank’s local presence. You’ll drive cross-functional collaboration, coach a team of RMs, and ensure compliant, high-quality client experiences. This role offers the opportunity to shape growth for high-net-worth clients while advancing the bank’s Digital at the Core mindset.

Retribuzione / Benefits

- Strategically plan and lead Priority Banking initiatives to grow AUM and I&I; revenue
- Manage day-to-day PBC operations for efficiency and profitability through tactical sales and marketing
- Devise structured sales plans based on resources, market data, and sales force capability
- Develop a service model with people and processes to strengthen local community presence
- Engage with existing customers and prospects via joint calls and visits with RMs
- Foster a culture of teamwork and strong stakeholder relationships
- Ensure AML, SC Guidelines, and FNSL compliance are tightly observed
- Hire and build a capable PBC team




- Plan and implement acquisition, referral, and upgrade strategies to grow Priority Banking customers
- Lead and motivate RMs to achieve KRAs and revenue targets
- Coach staff to ensure training and licensing for excellent customer experience
- Collaborate with branch banking, business banking and other channels to solicit high-net-worth referrals
- Contribute to the bank’s Retail Wealth Management Strategy and PBC audits and compliance

Responsabilità

- Undergraduate degree in Accounting/Banking/Investment/Finance or related field
- Relevant certifications and licenses in Investment and Bancassurance
- At least 10 years of experience in a financial institution
- At least 3–5 years of experience managing high-net-worth banking and wealth management sales
- Excellent commercial acumen, analytical and interpersonal skills
- Strong leadership to manage a large, diverse team and foster teamwork
- Ability to make independent decisions with minimal supervision
- Highly motivated and result-driven
- Experience in talent development for wealth management frontline

📌 Area Manager, Priority Banking (Nationwide) - Uta, Sardegna, Italy
🏢 Experteer Italy
📍 Uta