Branch Manager - Wealth Management (9-18 yrs)

Job Description:

The Branch Manager - Wealth is responsible for managing and growing the wealth management business at the branch level. This role involves delivering excellent client experience, achieving revenue targets, managing a high-performing team, and ensuring compliance with regulatory and internal standards. The Branch Manager will play a pivotal role in driving the bank's wealth strategy and expanding the client base through effective relationship management.

Key Responsibilities:

Business Development and Revenue Generation:

- Drive the branch's wealth management business to achieve financial targets.

- Identify and develop new business opportunities in the wealth segment.

- Foster strong relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).

Client Relationship Management:

- Provide tailored financial solutions to clients, including investments, insurance, and banking products.

- Ensure high levels of client satisfaction and retention.

- Conduct periodic portfolio reviews and recommend adjustments to meet clients' financial goals.

Team Leadership and Performance Management:

- Lead, coach, and motivate a team of Relationship Managers and Wealth Advisors.

- Monitor team performance against targets and provide guidance to improve outcomes.

- Foster a culture of collaboration and continuous learning.

Compliance and Risk Management:

- Ensure adherence to regulatory guidelines and internal policies.

- Mitigate risks by implementing robust controls and monitoring mechanisms.

- Stay updated on regulatory changes and guide the team accordingly.

Operational Excellence:

- Optimize branch operations to enhance productivity and efficiency.

- Oversee the smooth functioning of daily branch activities.

- Ensure timely and accurate reporting of financial and operational metrics.