Job Purpose

Lead the transformation of ACB's Wealth distribution model, frontline operating model, client coverage strategy, service delivery model, and RM productivity framework.

The role is responsible for building a scalable advisory-led Wealth franchise that drives growth in Assets Under Management (AUM), client acquisition, relationship manager productivity, and customer experience.

Key Responsibilities

Wealth Distribution Strategy

• Design and implement the future Wealth distribution strategy.
• Define the optimal customer coverage model across segments.
• Develop advisory-led service and sales models.

Client Coverage Model

• Redesign RM coverage approaches.
• Define segmentation strategies across Mass Affluent, Affluent, HNW and UHNW clients.
• Optimize specialist support models.

Wealth Service Center Setup

• Design and implement centralized Wealth Service Centers.
• Improve frontline efficiency through operating model redesign.
• Simplify service and operational support processes.

KPI & Incentive Transformation

• Develop new frontline KPI frameworks.
• Redesign RM incentive models aligned to Wealth objectives.
• Drive performance accountability across sales teams.

Productivity Enhancement

• Lead frontline productivity programs.
• Improve RM capacity utilization.
• Increase advisory activity and client engagement effectiveness.

Transformation Leadership

• Lead cross-functional execution involving Retail, Wealth, Product, Operations, HR, Digital and Technology teams.
• Manage strategic initiatives and implementation roadmaps.
• Report program status to senior management.

Ideal Candidate Profile

Experience

• 15+ years in Wealth Management, Private Banking or Affluent Banking.
• Deep experience managing Wealth sales organizations.
• Experience redesigning RM coverage models.
• Experience with KPI and incentive framework design.
• Experience driving sales productivity transformation.

Strongly Preferred Backgrounds

• Head of Wealth Sales
• Head of Affluent Banking
• Head of Wealth Distribution
• Regional Sales Director
• Wealth Commercial Excellence Lead
• McKinsey/BCG consultants specializing in Wealth Distribution