Vice President Sales (PBG)

Role Summary

Financial & Commercial Performance

• Assess clients financial positions, investment objectives, and risk profiles to recommend appropriate banking and investment strategies.
• Develop and execute strategies to achieve assigned volume, revenue, and profitability targets for the HNW private banking segment.
• Implement and track KPIs and best practices aligned with private banking sales objectives.
• Promote cost efficiency and productivity while optimizing commercial outcomes.
• Operate within delegated authorities and ensure prudent decision-making.

Client Relationship Management

• Act as the primary point of contact for all private banking services for assigned HNW clients.
• Deliver a highly personalized, discreet, and proactive service model tailored to individual client needs.
• Grow clients asset and liability portfolios through cross-selling of investment, lending, and wealth solutions.
• Conduct regular client visits to strengthen long-term relationships and enhance engagement.
• Ensure client complaints and issues are resolved promptly and professionally.
• Market the institution s full suite of private banking products and services to existing and prospective HNW clients.

Business Development & Cross-Selling

• Identify and onboard new HNW clients through referrals, market intelligence, and proactive prospecting.
• Expand wallet share by cross-selling a comprehensive range of credit, investment, and wealth management solutions.
• Maintain a strong understanding of the competitive landscape to position offerings effectively.
• Provide market feedback and client insights to senior management to support product development and innovation.

Internal Coordination & Service Delivery

• Build strong working relationships with internal departments to ensure priority processing of HNW client requests.
• Ensure adherence to Service Level Agreements (SLAs) to improve turnaround times and service quality.
• Coordinate with operations, credit, investments, compliance, and risk teams to deliver seamless client solutions.
• Support smooth implementation and launch of new products tailored to the HNW segment.

Processes, Governance & Compliance

• Ensure compliance with approved policies and procedures for account opening, lending, and investment activities.
• Provide accurate and timely information to auditors, compliance, risk, and financial control functions when required.
• Maintain high standards of data protection, confidentiality, and information security.
• Operate in full compliance with applicable legal, regulatory, and internal policies, including AML, sanctions, data protection, fraud prevention, whistleblowing, conflict of interest, and insider dealing requirements.
• Perform responsibilities in line with the Three Lines of Defence model and support operational risk frameworks (RCSA, KRIs, incident reporting, remediation).
• Ensure fair client outcomes in accordance with conduct risk standards.

Learning & Professional Development

• Maintain strong technical knowledge of private banking products, services, risks, and controls.
• Proactively pursue professional development to remain current with market trends, products, and regulations.
• Complete all mandatory training and attend required internal and external seminars.