Strategic Leadership:

• Develop and execute strategies to attract and retain affluent clients and grow affiliate partnerships.
• Drive market expansion and revenue through innovative affiliate programs.
• Ensure affluent and affiliate strategies align with business goals, delivering results.

Affluent Client Management:

• Cultivate strong, lasting relationships with high-net-worth individuals by addressing their financial and lifestyle needs.
• Oversee the creation and delivery of products and services for affluent clients.
• Apply client segmentation to enhance engagement and improve retention.

Affiliate Management:

• Recruit, onboard, and oversee affiliate partners to broaden organizational influence.
• Monitor affiliate performance, ensuring adherence to agreements, brand standards, and regulatory requirements.
• Design incentive structures to boost affiliate productivity and loyalty.

Team Leadership and Collaboration:

• Lead and mentor a high-performing team dedicated to the segment.
• Foster collaboration with marketing, sales, product development, and other key stakeholders to deliver cohesive and aligned strategies.

Market Insights and Innovation:

• Conduct market analysis to identify trends, opportunities, and competition in the affluent and affiliate sectors.
• Use insights to innovate services and partnerships for a competitive advantage.
• Drive technology and analytics integration to improve decision-making, client experiences, and affiliate management

Performance and Risk Management:

• Establish and monitor KPIs to assess success in affluent and affiliate initiatives.
• Prepare and present progress reports to senior leadership.
• Ensure compliance with regulations and policies, managing and mitigating risks.
• Other tasks assigned by the direct line manager / senior leadership team.

Education:

• Bachelor’s degree in Business, Finance, Marketing, or a related field; MBA or equivalent advanced degree preferred.

Experience:

• Expert in wealth management, affluent banking, affiliate marketing, or related fields.
• Proven records in managing HNW clients and building successful affiliate programs.
• Demonstrated experience in leading and developing teams.

Skills:

• Strong leadership and team management capabilities.
• Excellent relationship-building, negotiation, and communication skills.
• Proficiency in data analysis, market research, and CRM/marketing automation tools.
• Strategic thinker with the ability to translate vision into actionable plans.

Knowledge:

• In-depth understanding of financial products and services for affluent clients.
• Familiarity with affiliate marketing principles, strategies, and performance metrics.
• Strong awareness of market trends and regulatory requirements within the financial and affiliate sectors.