Regional Head, Private Wealth

JOB PURPOSE/OBJECTIVE

Lead a team of Relationship Managers to develop business relationships and clientele base with the High Net Worth segment.

KEY RESPONSIBILITIES

• Monitor sales performance and ensure progress of sales targets, while ensuring feedback is
• communicated to team.
• Plan, manage, and execute sales related activities to promote KIB private wealth in respective regions.
• Manage and execute marketing related initiatives to promote brand presence and awareness of Kenanga Private Wealth.
• Provide suggestions to management on other relevant marketing initiatives.
• Ensure team expenses are within Budget.
• Monitor staff performance, development plan, discipline and performance matters/issues.
• Provide coaching and mentoring to direct reports.

JOB REQUIREMENTS

• FIMM/CFP Certification.
• At least 10 years of relevant experience in the financial services industry.