Private Banking Segment Lead (For Pooling)

UnionBank; Quezon; On-site; PHP 2,000,000 - 5,000,000; Part time

Job summary

UnionBank is seeking a Private Banking Segment Lead to spearhead the development and execution of the segment strategy, value proposition, and market differentiation.

You will drive onboarding and relationship deepening for HNWIs/UHNWIs, collaborate with Wealth Management and Product teams, and lead a team to achieve growth targets while ensuring governance and regulatory compliance.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Finance, Economics, Management, or a related field.
• Proven experience leading marketing, branding, client acquisition, and portfolio deepening initiatives for affluent/ private banking segments.
• Strong leadership with track record of managing and developing teams and influencing cross-functional stakeholders.
• Excellent communication, stakeholder management and strategic planning skills.

Responsibilities

• Develop and execute the overall Private Banking segment strategy aligned with the Bank's long-term objectives.
• Lead marketing, branding, and client engagement programs for the Private Banking segment.
• Collaborate with Wealth Management, Trust, Treasury, Investments, and Product teams to enhance client solutions.
• Lead, coach, and develop a team responsible for segment management and growth initiatives.
• Present recommendations and business cases to senior management and key stakeholders.

Skills

Leadership

Stakeholder Management

Strategic Planning

Communication

Analytical Thinking

Business Development

Client Acquisition

Portfolio Deepening

Education

Bachelor's degree in Business Administration, Marketing, Finance, Economics, Management, or related field

Job description

Job Title: Private Banking Segment Lead
Location: UB Square, Eastwood, Quezon City
Employment Type: Probationary

About The Role

The Private Banking Segment Lead is responsible for developing and executing the overall strategy, value proposition, positioning, marketing, branding, client acquisition, and portfolio deepening initiatives for the Bank's Private Banking segment. The role leads a team focused on driving sustainable growth, enhancing client engagement, and delivering differentiated solutions to High-Net-Worth Individuals (HNWIs) and Ultra-High-Net-Worth Individuals (UHNWIs).

What You’ll Do

Segment Strategy and Business Growth

• Develop and implement the overall Private Banking segment strategy aligned with the Bank's long-term business objectives.
• Define and continuously enhance the segment's value proposition to ensure competitiveness and differentiation in the market.
• Drive portfolio acquisition, customer onboarding, and relationship deepening initiatives to grow revenue and assets under management.
• Identify market opportunities, emerging client needs, and industry trends to support business growth.

Marketing and Brand Management

• Lead the development and execution of marketing, branding, and client engagement programs for the Private Banking segment.
• Ensure consistent positioning of the Private Banking brand across all customer touchpoints.
• Partner with Marketing and Communications teams to design campaigns that increase awareness, acquisition, and client retention.

Product and Client Experience

• Collaborate with Wealth Management, Trust, Treasury, Investments, and Product teams to develop and enhance customer solutions.
• Champion initiatives that improve the client experience and strengthen customer loyalty.
• Monitor client feedback and market trends to identify opportunities for innovation and service enhancement.

Leadership and Stakeholder Management

• Lead, coach, and develop a team responsible for segment management and growth initiatives.
• Establish performance goals and ensure the delivery of business targets.
• Build strong relationships with internal stakeholders and external partners to achieve strategic objectives.
• Present recommendations and business cases to senior management and key stakeholders.

Governance and Financial Management

• Ensure compliance with regulatory requirements, internal policies, and risk management standards.
• Manage and monitor the segment's operating budget and resource allocation.
• Evaluate business performance metrics and recommend corrective actions when necessary.

What We’re Looking For

• Bachelor's degree in Business Administration, Marketing, Finance, Economics, Management, or a related field.
• At least 7 years of relevant experience in banking, wealth management, private banking, affluent banking, or financial services, with exposure to segment management, business development, or customer proposition development.
• Proven experience leading marketing, branding, client acquisition, and portfolio deepening initiatives for affluent, wealth, priority, or private banking customer segments.
• Strong leadership experience with a track record of managing and developing teams, driving business performance, and influencing cross-functional stakeholders.
• Excellent communication, stakeholder management, analytical, and strategic planning skills, with the ability to present recommendations and influence decision-making across various levels of the organization.
• Professional certifications in Trust, Treasury, Investments, Wealth Management, or Project Management (e.g., CFP, CFA, PMP) are an advantage.

JOB ID: JOB_877