WM_Head of Business and Sales management

Contenuto del lavoro

Position Purpose

• To manage Taiwan Wealth Management Business and Sales Management team including marketing & communications, sales performance management, data analyst and business manager.
• To assist the Head of WM Taiwan in management reviews and presentations, performance tracking and analysis, budgeting process, forecast and business planning and reviews
• To drive the planning and execution of strategic business and growth priorities for Taiwan WM.
• To navigate with key stakeholders and frontlines on driving strategic priorities to improve frontline productivity
• To drive sales performance management to align with APAC sales management KPIs
• Contribute to define the Taiwan strategy and provide support on business development, risk management & controls, and to implement strategic directions/initiatives in Taiwan
  

Key Responsibilities

Strategy

• Assist the Head of WM Taiwan to drive the planning and execution of strategic business and growth priorities
• Work in coordination with IS and Sales Management on sales planning and monitoring
• Work with internal stakeholders & external suppliers to execute the strategy including but not limited to Prospecting, Sales Performance Management, Marketing & Communications, Data Analytics, Business Management.
  

Business Development

• Define business development strategy, strategic directions and monitor its implementation to increase the share of wallet and top client coverage
• Working with Frontlines to drive prospecting activities to grow new client acquisition
  

Business & Sales Performance Management

• Business planning and reviews.
• Performance tracking and analysis to drive sales discipline
• Organize and assist in forecasting and budgeting process, monitor and analyze actual vs. budgeted figures
• Assist in management reviews and presentations
• Ensure that the requirements of FO are represented and taken into account on relevant transversal projects
  

Compliance and Control

• Act at all times in accordance to the Bank’s compliance & control framework
• Identify and control compliance risks, implementing monitoring measures where required and collaborate with Compliance and Permanent Control team
• Assist to ensure that business activities are in line with fundamental regulatory and compliance requirements
• Participate in new product/process projects raised by WM APAC / Markets
  

Competencies (Technical / Behavioral)

• Deep understanding of (or passion for) Wealth Management and Frontline Management experience
• Ability to deliver across various KPIs while adhering to all risk and compliance norms
• Ability to build a network of internal stakeholders in various departments and provide an interface between them and Senior Sales staff
• Excellent communication skills (business writing, verbal/presentation skills)
• Detailed data analytical skills including the ability to mine complex data to extract and drive key business decisions (knowledge of Excel, database design, dashboards/tool-building)
• Strategic thinking (breaking problems down, using frameworks to create innovative solutions) and communicating these – PowerPoint skills necessary
• Self-motived, driven, intellectually curious and with a global mindset
  

Specific Qualifications Required

• Degree holder with solid banking experience (wealth management and frontline management experiences preferred)
  

Primary Location

TW-TPE-Taipei

Job Type

Standard / Permanent

Job

SALES DEVELOPMENT

Education Level

Bachelor Degree or equivalent (>= 3 years)

Experience Level

At least 10 years