Maintain and develop strong client relationship with Privilege and Emerging Affluent clients and effectively manage customer portfolios in retail wealth sales and advisory.
Meet or exceed sales targets and performance metrics contributing to the overall branch performance and sales revenue.
Comply with all regulatory and Bank standards and practices.
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Develop and enhance customer-centric cross-border propositions, including relocation solutions, mortgage offerings, and other tailored financial services.
Collaborate closely with Business, Digital, Operations, and Technology teams to improve onboarding, servicing, and digital customer experiences.
Leverage customer insights, feedback, and data analytics to identify opportunities for journey optimisation and proposition enhancement.
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Assist in the development, review, and enhancement of GHC policies, guidelines, and procedures to ensure consistency, compliance, and alignment with best practices
Act as a point of coordination between stakeholders to address people-related governance concerns and facilitate timely and transparent resolution
Prepare governance reports, analysis, and recommendations for submission to senior management, including the Group Chief Human Capital Officer
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• Employee-centred writing: Turn technical or jargon-heavy input into concise, scannable content that explains why it matters and what action is required.
• Content development: Draft leadership messages, speeches, talking points, articles, announcements, FAQs, campaign and event content and multi-channel adaptations.
• Creative partnership: Brief the Creative team, then review layouts for message hierarchy, readability, brand alignment and final-copy integrity.
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Report writing, review of sales documentation, and interviewing customers
Tracking, analysis, and management reporting
Liaising with internal stakeholders to understand issues, identify root causes/preventive measures, and implement quick fixes or Areas for Improvement to prevent recurrence of issues
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