Solutions Manager Wealth Coverage

Role Purpose The Solutions Manager will be responsible for setting up and managing the framework for international wealth management operations with a focus on creating strategic corridors to connect wealth clients across countries where the bank has a presence The role includes developing and overseeing policies procedures and rules of engagement for expanding into new markets acquiring crossborder NTB wealth clients and driving international wealth solutions Additionally the manager will act as a collaboration leader for the local market fostering lead referrals from various channels within the bank and creating an efficient lead process flow to ensure successful NTB referrals from Corporate Banking Business Banking Brokerage and other relevant teams Key Accountabilities of the role 1 International Market Strategy Engagement Develop and implement the rules of engagement for wealth management operations in international markets Establish policies and procedures for the seamless operation of wealth management services across countries where the bank has a presence Ensure compliance with local regulations and bank policies for crossborder wealth management services 2 CrossBorder Wealth Management Expansion Develop strategies to expand the bank s wealth management footprint in new international markets facilitating the acquisition of crossborder NTB clients Lead marketentry strategies for new regions ensuring that the bank s wealth management offerings are tailored to meet the specific needs of local and international clients Establish relationships with key stakeholders in targeted regions to ensure smooth market penetration and integration of services 3 Client Acquisition Relationship Management Develop strategies to identify highnetworth individuals HNWIs and ultrahighnetworth individuals UHNWIs in local and international markets Ensure consistent and proactive followup on lead referrals and manage the client onboarding process Work to build Feedback loops with NTB clients ensuring client satisfaction and retention 4 Performance Reporting Monitor the performance of lead referral processes providing regular reports on the status of NTB acquisition and collaboration efforts Develop and track key performance indicators KPIs to measure success and optimize referral processes Provide management with regular updates on the progress of international market expansion and NTB client acquisition efforts 5 Collaboration Lead Generation Local Market Act as a collaboration manager within the local market establishing strong relationships with key stakeholders across the bank s various departments e g Corporate Banking Business Banking Brokerage etc Develop a robust process for generating wealth NTB leads by facilitating and managing referrals from different internal channels Create and streamline lead referral processes to ensure smooth and efficient handoffs of wealth NTB leads to the IWM team 6 Training Knowledge Sharing Provide training and support to internal teams on wealth management crossborder strategies and lead referral processes Ensure the team is wellinformed about the latest international wealth management trends policies and regulatory requirements Specialist Skills Technical Knowledge Required for this role Strong understanding of international wealth management regulations and market dynamics Track record in building and managing relationships across multiple business channels e g Corporate Banking Business Banking Brokerage Excellent communication and interpersonal skills with the ability to collaborate across teams and geographies Strong analytical skills and ability to develop and implement strategic plans International market knowledge and cultural sensitivity Client acquisition and retention strategies Lead management and process optimization Regulatory knowledge in international wealth management Previous experience 3 to 5 years of experience in retail banking wealth management private banking or international business development preferably with crossborder wealth solutions experience You will be redirected to the company website to apply for this position