Experteer Overview
In this role you lead Priority Banking initiatives to grow AUM and IRev, driving the PBC's performance and customer experience. You will set strategy, oversee operations, and build a high‐performing team to deliver growth targets. You'll collaborate across branches and segments to expand high‐net‐worth opportunities while ensuring regulatory compliance and strong risk controls. This is a chance to influence wealth management at scale within a digital‐first bank culture.
Retribuzione / Benefits
- Strategically plan and execute Priority Banking initiatives to grow AUM and IRev
- Oversee daily PBC operations for efficiency and profit maximization through sales and marketing execution
- Develop structured sales plans based on resources, market data, and sales force capabilities
- Create a service model that enhances community presence and people/process efficiency
- Engage existing customers and prospects through joint sales calls with Relationship Managers
- Foster teamwork and strong stakeholder relationships across the bank
- Ensure AML, SC Guidelines,



and FNSL compliance are strictly observed
- Recruit and build a capable PBC team
- Implement acquisition, referral, and upgrading strategies for Priority Banking customers
- Lead RMs and monitor performance against KRAs and revenue targets
- Coach staff to deliver trained and licensed service and excellent customer experience
- Collaborate with branches and other segments to secure high‐net‐worth referrals and opportunities
- Contribute to the Retail Wealth Management strategy and overall bank targets
- Oversee PBC audit and regulatory compliance aligned with internal policies

Responsabilità
- Undergraduate degree in Accounting/Banking/Investment/Finance or related field
- Possess relevant certification and licenses in Investment and Bancassurance
- At least 10 years of experience in financial institutions
- 3–5 years managing HNW banking and wealth management sales
- Excellent commercial acumen, an

📌 Area Manager, Priority Banking (Italia)
🏢 Experteer Italy
📍 Italia