Head of Priority & Wealth Clients

Overview

A leading securities firm is seeking an experienced commercial leader to head its Priority Clients Department. The successful candidate will be responsible for driving business growth within the high-net-worth individual (HNWI), priority, and institutional client segments, developing client acquisition and retention strategies, managing premium client portfolios, and leading a high-performing sales and relationship management team.

Key Requirements

• Bachelor's degree or above in Finance, Banking, Securities, Economics, Business Administration, or a related field.

• Valid Securities Brokerage Practicing Certificate or higher qualification is required.

• Minimum 10 years of experience in financial services, banking, or securities, including at least 5 years in managing and developing priority, affluent, private banking, wealth management, or institutional client segments.

• Strong understanding of financial markets, capital markets, investment products, wealth management solutions, and priority client services.

• Proven experience in business strategy development, client acquisition, portfolio management, and sales execution.

• Strong leadership, team management, business planning, analytical, negotiation, and relationship-building skills.

• Strategic mindset with strong commercial acumen, decision-making capability, and problem-solving skills.

• Proficiency in English and Microsoft Office applications is an advantage.

Key Responsibilities

• Develop and implement strategic plans for the Priority Client segment in alignment with the company's overall business objectives.

• Take full responsibility for the business performance of the Priority Client Division, including planning, execution, sales management, performance monitoring, and achievement of assigned revenue and growth targets.

• Manage and optimize the priority client portfolio by developing segmentation models, business policies, sales programs, and client engagement strategies to maximize profitability and client value.

• Establish, maintain, and strengthen relationships with high-net-worth and priority clients to enhance business performance, client satisfaction, and corporate brand positioning.

• Lead and oversee all departmental operations, organizational structure, workforce planning, and team performance while ensuring compliance with regulatory requirements and internal policies.

• Coordinate with internal stakeholders to enhance service offerings, improve customer experience, and drive cross-selling opportunities across investment and wealth management products.

• Perform additional duties as assigned by senior management and authorized executives.

Ideal Candidate Profile

• Strong network within the HNWI, affluent banking, wealth management, family office, corporate, and institutional investor communities.

• Proven track record of building and scaling premium client businesses in securities firms, private banks, or wealth management institutions.

• Experienced in managing relationship managers, investment advisors, or private wealth teams.

• Strong understanding of investment advisory, portfolio solutions, capital market products, and customer lifecycle management.

• Demonstrated ability to drive revenue growth while maintaining high standards of client service and regulatory compliance.

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