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, analytical and interpersonal skills
Leadership experience with large diverse teams and cross?functional collaboration
Ability to make independent decisions with minimal supervision
Highly motivated and results?driven
Ability to develop young talent in wealth management front?line
#J-*****-Ljbffr
📌 Area Manager, Priority Banking (Nationwide) (Campo di Ne)
🏢 Experteer Italy
📍 Campo di Ne
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