Head of Private Wealth Sales

Responsibilities:

• Develop and execute the sales strategy for the private banking division in alignment with overall business goals.
• Lead and manage the private banking sales team, setting clear performance objectives and KPIs.
• Drive new client acquisition and deepen existing client relationships through tailored wealth management and investment solutions.
• Collaborate with product, investment, compliance, and risk teams to ensure a seamless client experience.
• Monitor market trends, competitor activities, and client feedback to identify new opportunities.
• Prepare regular sales forecasts, performance reports, and strategic presentations for executive leadership.
• Ensure all sales activities comply with regulatory and internal governance standards.

Requirements:

• Bachelor's degree in Finance, Business Administration, Economics, or related field; MBA or professional certifications (CFA, CFP, etc.) preferred.
• Minimum 10+ years of experience in private banking or wealth management, with at least 5 years in a leadership role.
• Proven track record in sales leadership, client acquisition, and revenue growth.
• Strong understanding of financial products, investment strategies, and regulatory frameworks.
• Excellent leadership, negotiation, and interpersonal skills.
• Ability to work in a fast-paced, performance-driven environment.