The Client Unit Wealth Management is responsible for the client segment Wealth Management Clients, the Wealth Products unit, the countries: Netherlands, Belgium, France, Germany, UK, Greece and Norway and the three enabling functions: Processes & Control, Business Implementation and Business Strategy Office. This Client Unit serves private customers with assets from €500,000 (High Net Worth and Ultra High Net Worth customers). The focus of the Client Unit is creating the right combination between offering (digital) convenient solutions and distinctive expertise, also embedding sustainability in customer value propositions. With sustainability at the heart; engaging colleagues and clients to experience us as an aspirational bank with a heart. Serving our existing client wallet through convenience and differentiation, while creating new business opportunities, driving (international) top-line growth with a sustainable long term profitability and developing new business models.
The Wealth Management Strategy Office supports the Wealth Management Management Team in formulating a vision and strategy with respect to the market, players and clients. The team ensures the creation of a strategic business plan for the Wealth Management Client Unit and advises on opportunities for improvement. The team carries out ad-hoc analyses on specific (new) business opportunities and threats. Furthermore, it supports the Client and Product Unit by performing analyses on market development, long-term performance objectives and strategic positioning. The team works closely with the Segment Development Team, Strategy & Innovation, Business Strategy Offices of other Units, Corporate Development, Finance, Risk and Communications.
The Head of Business Strategy Office Wealth Management has a direct reporting line to the Chief Commercial Officer of the Client Unit Wealth Management.