ROLE DESCRIPTION AND PURPOSE
Head of Retail & Wealth Southeast Asia plays a pivotal role in shaping the strategic direction and operational excellence of the intermediary, insurance unit-linked and private banking business across Southeast Asia and India. This senior leadership position is responsible for driving regional growth, fostering robust client relationships, and ensuring seamless collaboration with internal and external stakeholders with your team. This role requires a forward-looking approach to market trends and regulatory developments, as well as a strong commitment to upholding the highest standards of client service and team performance.
KEY RESPONSIBILITIES
- Oversee intermediary, insurance unit-linked and private banking activities (including Group Network) in SEA and India, contributing to the region’s growth objectives and targets.
- Develop and implement sales strategies to achieve ambitious team targets, supporting the regional strategic ambitions.
- Lead, mentor, and motivate a high-performing sales team.
- Initiate product and marketing ideas; actively participate in business development to ensure successful launch distribution of our funds/products.
- Grow assets with existing clients and build strong relationships across the client value chains, across the region and India.
- Support and lead client seminars and presentations as a senior spokesperson, enhancing brand visibility and client engagement.
- Promote BNPP AM funds and thought leadership within distribution channel, with an aim to build our brand as a recognized sustainable asset manager in the next 3 years.
- Represent BNPP AM and the intermediary business in industry media, strengthening the company’s reputation in the region.
- Monitor competitor activity and market developments, responding proactively to changes.
- Ensure timely and complete KYC processes and maintain up-to-date client files, supporting compliance and operational excellence.
- Contribute to information gathering, documentation, and qualitative analysis for client onboarding and recertification.
- Adhere to all compliance and KYC/KYI policies of the company and group.
- Review the files, validate the onboarding/recertification decision, and chair CARC when required.
KEY INTERNAL / EXTERNAL RELATIONSHIPS
- Internal: Sales Colleagues, Management, Compliance, Investment Teams, Investment Specialists, Communications & Marketing
- External: Regulators, Clients, Peers and relevant stakeholders
ROLE REQUIREMENTS
- Solid and significant sales experience in asset management industry or related businesses with strong sales track records and good relationships with our target distribution partners in SEA is a must.
- Currently holding a senior sales role with leadership position and has experience in managing and leading a sales team.
- University educated with a degree in Business, Finance or related subject. CFA or related qualification is a plus but not a must.