Area Head Wealth Banking

Key Responsibilities:

• Oversee multiple branches focusing on investment advisory and wealth management services.
• Train and mentor financial advisors to enhance client portfolio diversification.
• Ensure compliance with regulatory guidelines in all investment transactions.
• Drive sales campaigns for structured financial products, annuities, and retirement plans.
• Report regional performance metrics to senior leadership and identify areas for growth.
• Direct a sales team to achieve investment product sales targets, including mutual funds, bonds, and
• equities.
• Partner with training departments to upskill team members in financial advising.
• Work closely with product and compliance teams to align offerings with client needs and
• regulations.
• Analyze sales data to identify trends and opportunities for team improvement.
• Manage key client relationships to ensure loyalty and repeat business.