Manager - Wealth Management

See below for details

Core Functions:

•	Execute sales strategies aligned with the Group’s strategic plans and support the sales team and regional managers on executing these in a focused and structured way.
•	Partner with the branches within the Financial Centres to ensure awareness of the wealth management arm of the Group and the incorporation of NCBCM’s solutions within the branch network .
•	Continuously monitor sales results and activities while ensuring assigned financial hub sales targets are surpassed and a robust sales pipeline is developed across all products/services.
•	Provide coaching and direction to the wealth advisors within the financial hubs while ensuring the efficient delivery of exemplary sales and service.
•	Arrange and schedule client presentations to both existing and new clients.
•	Establish a robust and successful business development process for the team to include the framework for acquiring and managing client relationships.
•	Work closely with the other stakeholders to ensure regulatory compliance and adherence to company policies and procedures.
•	Develop and execute upselling and cross selling strategies tailored to the organization’s products and services.