Job Purpose
Lead the transformation of ACB's Wealth distribution model, frontline operating model, client coverage strategy, service delivery model, and RM productivity framework.
The role is responsible for building a scalable advisory-led Wealth franchise that drives growth in Assets Under Management (AUM), client acquisition, relationship manager productivity, and customer experience.
Key Responsibilities
Wealth Distribution Strategy
- Design and implement the future Wealth distribution strategy.
- Define the optimal customer coverage model across segments.
- Develop advisory-led service and sales models.
Client Coverage Model
- Redesign RM coverage approaches.
- Define segmentation strategies across Mass Affluent, Affluent, HNW and UHNW clients.
- Optimize specialist support models.
Wealth Service Center Setup
- Design and implement centralized Wealth Service Centers.
- Improve frontline efficiency through operating model redesign.
- Simplify service and operational support processes.
KPI & Incentive Transformation
- Develop new frontline KPI frameworks.
- Redesign RM incentive models aligned to Wealth objectives.
- Drive performance accountability across sales teams.
Productivity Enhancement
- Lead frontline productivity programs.
- Improve RM capacity utilization.
- Increase advisory activity and client engagement effectiveness.
Transformation Leadership
- Lead cross-functional execution involving Retail, Wealth, Product, Operations, HR, Digital and Technology teams.
- Manage strategic initiatives and implementation roadmaps.
- Report program status to senior management.
Ideal Candidate Profile
Experience
- 15+ years in Wealth Management, Private Banking or Affluent Banking.
- Deep experience managing Wealth sales organizations.
- Experience redesigning RM coverage models.
- Experience with KPI and incentive framework design.
- Experience driving sales productivity transformation.
Strongly Preferred Backgrounds
- Head of Wealth Sales
- Head of Affluent Banking
- Head of Wealth Distribution
- Regional Sales Director
- Wealth Commercial Excellence Lead
- McKinsey/BCG consultants specializing in Wealth Distribution