Strategic Portfolio Manager – Priority and Private Banking, WhatJobs
Full time @beBeeLeadership posted 1 week ago in Banking & Insurance Shortlist Email JobJob Detail
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Job ID 22075
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Career Level Others
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Experience 4 Years
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Industry Banking & Insurance
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Qualifications Certificate
Job Description
Job Description
This high-impact role leads the strategic development, growth, and performance management of client portfolios within Priority and Private Banking segments. A key focus is on driving portfolio strategies to enhance customer value and ensure exceptional service delivery.
Key responsibilities include defining and implementing portfolio strategies to drive growth in Assets Under Management (AUM), client profitability, and long-term customer loyalty across Priority and Private Banking segments. Additionally, this role oversees segmentation, customer lifecycle value management, and tailored engagement programs to optimize portfolio performance and client outcomes.
The successful candidate will be a seasoned professional with a strong track record of leadership and team management. They will have a deep understanding of financial advisory, portfolio strategy, and customer lifecycle management, with demonstrated success in pipeline and leads management, portfolio development, and team leadership.
In this role, you will have the opportunity to work closely with internal referral networks, frontline staff, digital marketing, and external partners to drive qualified lead flow. You will also be responsible for overseeing lead allocation, tracking, conversion metrics, and reporting to ensure maximum efficiency and effectiveness.
Furthermore, you will design, implement, and continuously improve customer lifecycle management strategies to maximize customer value across all stages of the customer journey. This includes prospecting & acquisition, onboarding, engagement & relationship deepening, growth & consolidation, retention & loyalty, exit or transition.
This role requires a strong leadership presence, with the ability to coach, develop, and motivate a high-performing team of portfolio and relationship managers dedicated to serving Priority and Private Banking clients.
Required Skills and QualificationsBachelor’s degree in finance, business, economics, or related discipline; Master’s degree (MBA) preferred.Minimum of 15 years of progressive experience in wealth management, private banking, or consumer banking, including leadership roles.Deep expertise in managing Priority and / or Private Banking client segments with a strong understanding of financial advisory, portfolio strategy, and customer lifecycle management.Demonstrated success in pipeline and leads management, portfolio development, and team leadership.Familiarity with banking regulatory standards, compliance frameworks, and risk governance practices.BenefitsOpportunity to work with a highly skilled and motivated team.Chance to make a significant impact on the organization’s growth and success.Professional development and growth opportunities.Competitive compensation and benefits package.Others
This role offers a unique opportunity to work in a dynamic and fast-paced environment, where no two days are the same. If you are a results-driven professional looking to take your career to the next level, we encourage you to apply.
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