1 Schatz Consulting Job

Team Lead - Wealth Manager - Wealth Management Solutions Company

Screening Parameters (HR):

- 10+ Years of domain experience

- No major breaks in professional career in last 5 years

- Having own vehicle to commute for Client meetings

- Should come from a reputed academic background

- Should have XYZ certifications accomplished to exhibit domain expertise

- Excellent Communication and Client interfacing skills

- Has a strong social network of influence

- Travel readiness and relocation readiness

About the Role:

- As a Team Lead - Wealth Management/City Lead, you will be responsible for driving business growth, managing a team of wealth management professionals, and ensuring high standards of client service.

- The role demands a strategic approach to portfolio management, client acquisition, regulatory compliance, and team development while achieving sales and profitability targets.

Job Description:

Key Responsibilities:

Core Responsibilities:

- Lead and mentor a team of Wealth Managers to achieve business objectives.

- Develop and execute sales strategies to acquire new clients and expand the client base.

- Ensure effective client relationship management by providing personalized wealth solutions.

- Oversee investment portfolio structuring, financial planning, and risk assessment.

- Ensure adherence to SEBI, RBI, AMFI, and other regulatory compliance requirements.

Leadership Competencies:

- Team Management: Mentor and coach the team to enhance performance and professional growth.

- Business Development & Sales Strategy: Drive revenue growth through sales planning and execution.

- Strategic Thinking & Decision Making: Analyze financial markets, assess risks, and implement investment strategies.

Functional Competencies:

- Portfolio Management: Guide clients on asset allocation, diversification, and portfolio optimization.

- Analytical & Problem-Solving Skills: Utilize data-driven insights for financial decision-making.

- Digital & Technological Proficiency: Leverage financial tools, CRM software, and wealth management platforms.

- Domain Certifications: Maintain industry certifications to uphold domain expertise.

Behavioral Competencies:

- Communication & Presentation: Clearly articulate financial concepts and investment strategies.

- Negotiation & Persuasion: Strong influencing skills to close deals and resolve client concerns.

- Adaptability & Resilience: Stay agile in a dynamic financial market and adapt strategies accordingly.

- Accountability & Result Orientation: Meet revenue targets and drive overall business success.

Personality Traits:

- Academic Excellence: Strong educational background with relevant qualifications.

- Asset Creation Self: Demonstrate discipline in personal wealth management.

- Professional Track Record: Consistent and ethical career growth without frequent job changes.

- Social Influence: Leverage professional networks for business growth.

- CIBIL Score: Maintain financial credibility as a role model for clients.

Qualifications & Experience:

- MBA/CA/CFA or relevant financial qualification preferred.

- 10+ years of experience in wealth management, private banking, or financial advisory.

- Proven track record in sales, client acquisition, and portfolio management.

- Strong knowledge of investment products, tax planning, and regulatory frameworks.

- Excellent leadership, communication, and negotiation skills.

- Should have a vehicle of own to commute for the client meetings (Car/Bike)

Key Performance Indicators (KPIs):

- Revenue growth and sales targets achievement.

- Client acquisition and retention rates.

- Portfolio performance and risk-adjusted returns.

- Team performance and employee development metrics.

- Compliance adherence and regulatory certifications.