Wealth Business Manager (Global Consumer Financial Services)

About the role

As a Wealth Business Manager, you play a key leadership role in shaping how customers experience the bank and how your team grows and succeeds. You lead a team of Wealth Portfolio Specialists in an office-based, teleconsulting environment, helping them engage customers confidently, responsibly and effectively, while working with internal stakeholders to grow business pipelines and strengthen customer outcomes. The role carries both individual and team performance accountabilities measured through scorecards aligned to business outcomes, customer experience and risk standards.

Key responsibilities

• Lead, coach and develop a team of Wealth Portfolio Specialists to drive teleconsulting effectiveness, productivity and financial KPIs.
• Deliver against individual sales and activity scorecards and hold overall accountability for team scorecards.
• Act as a role model for sales conversations, objection handling and customer engagement.
• Manage risk by ensuring adherence to regulatory requirements, internal policies and governance standards.
• Work with the Wealth Portfolio Specialist and internal stakeholders to execute business plans and improve sales and conversion outcomes.
• Drive customer acquisition and lead generation through sales roadshows, customer events and outreach.
• Develop team strategies to improve call quality and engagement, using data and insights.
• Grow business pipelines through referrals, campaigns, partnerships and cross-team collaboration.
• Hire, onboard and retain talent, and represent the bank at career booths, talks and university engagement sessions.

Required profile

• Degree in Business, Finance or a related discipline.
• Minimum 5 years of relevant experience in banking, insurance sales or financial services.
• Strong track record in leading teams and driving business performance.
• Good understanding of banking and wealth products.
• Clear, confident communicator able to build trust and influence others.
• Resilient, collaborative leader focused on customer experience and people development.

What we offer

• Competitive base salary.
• A suite of flexible benefits and community initiatives.
• Learning and professional development opportunities.