Executive Director Family Offices

Job Purpose

• The Family Office Proposition Head will be responsible for leading and shaping the bank’s family office proposition (single and multi), ensuring the delivery of customized wealth management solutions to ultra-high-net-worth individuals (UHNWIs). This individual will develop and execute strategic initiatives, build relationships with family office clients, and collaborate with various internal teams to offer integrated, tailored wealth management services. The role requires a deep understanding of family office needs, wealth planning, investment strategies, and complex financial structures.
• The Family Office Proposition Head will focus on developing business across diverse regions within all areas of family offices of UHNWI, especially with different offshore and onshore locations [UK/ SW/ SG/ HK/ DIFC/ ADGM/ UAE and potentially more jurisdictions, as per the approved legal framework].
• To achieve set Financial intermediaries – Family offices revenues / AUMs increase FAB’s market share in existing Family Offices already clients of FAB.
• To provide family offices with an above optimum level of service & comprehensive solutions, in line with the desk strategy
• Identify opportunities/ target FOs and develop business to widen portfolios & implement the strategic /marketing plan for the Financial Intermediaries Desk.
• Develop viability and communication of FAB in the Family Office segment
• Develop network of business introducers specialized in the Family Office segment.
• Cross selling of all FAB business solutions
• Maintain /expand current/future client base, acquire net new-business via referrals, contacts & marketing/events
• Proactively enhance FAB, GPB’s and the Financial Intermediaries Desk offerings by initiating & supporting internal processes & workflows, through innovative thinking driven by client’s centric approach
  
  

Job Context

A successful Family Office Proposition Head should be able to demonstrate their structuring capabilities and act as a Single point of contact for Family Offices to ultimately secure clients to the FAB platform and deliver AUMs and revenue streams leveraging the available products & services across the bank.

Measured By Private Banking Industry Criteria

• AUMs
• Revenues
  
  

By Way Of

• Number of new cooperation agreements signed
• Number of new end Client relationships opened [Fresh Funds to the FAB Group]
• Number of existing relationships managed with the primary goal of increasing wallet share
  
  

Note: Specific KPIs to be confirmed, documented monitored and assessed on periodic basis with Line Manager

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