Overview

Design, orchestrate, and execute a comprehensive regional events and strategic partnerships roadmap. The core objective is to drive client acquisition, deepen existing relationships, and elevate brand equity across the entire wealth spectrum.

Key Responsibilities

• Oversee the event lifecycle for three customer segments: HL Private Bank (UHNW & HNW), HL Priority (Mass Affluent), and Branch Segment (Emerging wealth & retail).
• Conceptualize and execute tailored events for each tier, including bespoke experiences for Private Bank clients, mid-to-large scale market outlooks for Priority, and scalable educational engagements for Branch.
• Manage end‑to‑end event aspects: theme concept, speaker sourcing, venue selection, creative asset production, digital invitations, and post‑event performance monitoring.
• Collaborate with Segment Heads, Product Specialists, and Relationship Managers to align events with commercial ta...