Director, Priority Private

Manage the PB Client portfolio to maximize new business opportunities and deepen existing relationships, while providing quality in service delivery in an efficient operation where risks are well controlled.

Requirements

• In consultation with the BM/STM, draw up monthly plans for achieving new business and customer acquisition goals committed.
• To foster and deepen client relationship by providing regular market information updates and trend analysis on international equities, unit trust, bonds and other investment instruments and follow up calls / visits to assist them in their investment decisions.
• To conduct regular checks on market trends and competitors’ programme offering and activities.

Benefits

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits