Oversee the Business Unit's overall performance such as Deposit, RMs, VRAs by analyzing data, identifying areas for improvement, and implementing strategies and initiatives to drive business performance results. Manage a team of RMs and responsible for developing and leading relationship management model and sales planning to enhance client relationships business growth of wealth’s portfolio.

• Conduct comprehensive analyses of the wealth’s deposit performance (daily,monthly,quarterly).

• Monitor and manage the wealth deposit performance, including product performance, branches & regions performance and RMs & VRAs performance. 

• Identify areas for improvement and opportunities for deposit drive.

• Develop and implement daily, monthly performance reports and dashboards to support strategic decision-making.

• Provide insights and recommendations based on performance data and analysis.

• Prepare regular performance reports and presentations for the head of department and senior management. 

• Recruit, train, and lead day-to-day operation of relationship managers, ensuring they have the skills and knowledge to effectively manage wealth client relationships.

• Set performance goals and monitor the team's progress, providing guidance and support to achieve business objectives

• Understand clients' requests, needs, objectives, and challenges and provide tailored banking solutions through respective RMs
   

• Conduct training about the Wealth Business Unit for all bank wide training sessions arranged by L&D.

• Develop a CRM system by collaborating with the Technology team by providing new feature ideas and requirements. 

• Defines goals and key performance indicators for each member of the team and ensure effective implementation of the bank performance management process

• Develops talent within the team by providing coaching to achieve the defined goals.

• Strong understanding of customer research, service quality and process innovation models.

• Foster a strong team ethos and collaborate seamlessly with partners and business units together with the KBZ’s Wealth Management team. 

• Execute other assigned tasks based on team and business priorities. 

• Demonstrate enthusiasm and a commitment to adhere to KBZ’s principles and values. 

• Provide support by undertaking any other additional functions as delegated by the MD and SMT.

• Possess a Postgraduate Degree/ Master or Professional Degree in Business Management or equivalent from a reputable institution.

• Minimum 7 years of experience in managing retail banking, deposits, distribution and/or wealth business in a large Financial Institution.

• Has global best practice experience and is able to work with various cultures respectfully to gain the best results including with language and other barriers.

• Excellent in Microsoft Word, Excel and PowerPoint.

• Proven ‘business management’ or P&L and Balance Sheet experience. Sound analytical skills and ability to interpret financial statements.

• Able to work collaboratively at all levels