Solution Manager – Wealth Coverage

The Solutions Manager will be responsible for setting up and managing the framework for international wealth management operations, focusing on creating strategic corridors to connect wealthy clients across countries where the company has a presence. The role includes developing and overseeing policies, procedures, and rules of engagement for expanding into new markets, acquiring cross-border NTB wealth clients, and driving international wealth solutions.

Key Accountabilities

• International Market Strategy & Engagement:

  • Develop and implement the rules of engagement for wealth management operations in international markets.
  • Establish policies and procedures for the seamless operation of wealth management services across countries where the company has a presence.
  • Ensure compliance with local regulations and company policies for cross-border wealth management services.

• Cross-Border Wealth Management Expansion:

  • Develop strategies to expand the company’s wealth management footprint in new international markets, facilitating the acquisition of cross-border NTB clients.
  • Lead market entry strategies for new regions, ensuring that the company’s wealth management offerings are tailored to meet the specific needs of local and international clients.
  • Establish relationships with key stakeholders in targeted regions to ensure smooth market penetration and integration of services.

• Client Acquisition & Relationship Management:

  • Develop strategies to identify high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) in local and international markets.
  • Ensure consistent and proactive follow-up on lead referrals and manage the client onboarding process.
  • Work to build feedback loops with NTB clients, ensuring client satisfaction and retention.

• Performance & Reporting:

  • Monitor the performance of lead referral processes, providing regular reports on the status of NTB acquisition and collaboration efforts.
  • Develop and track key performance indicators (KPIs) to measure success and optimize referral processes.
  • Provide management with regular updates on the progress of international market expansion and NTB client acquisition efforts.

• Collaboration & Lead Generation (Local Market):

  • Act as a collaboration manager within the local market, establishing strong relationships with key stakeholders across the company’s various departments (e.g., Corporate Banking, Business Banking, Brokerage, etc.).
  • Develop a robust process for generating wealth NTB leads by facilitating and managing referrals from different internal channels.
  • Create streamlined referral processes to ensure smooth and efficient handoffs of wealth NTB leads to the IWM team.

• Training & Knowledge Sharing:

  • Provide training and support to internal teams on wealth management cross-border strategies and lead referral processes.
  • Ensure the team is well-informed about the latest international wealth management trends, policies, and regulatory requirements.

Requirements

• Strong understanding of international wealth management regulations and market dynamics.
• Track record in building and managing relationships across multiple business channels (e.g., Corporate Banking, Business Banking, Brokerage).
• Excellent communication and interpersonal skills with the ability to collaborate across teams and geographies.
• Strong analytical skills and ability to develop and implement strategic plans.
• International market knowledge and cultural sensitivity.
• Client acquisition and retention strategies.
• Lead management and process optimization.
• Regulatory knowledge in international wealth management.