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64 Way To Go Consulting Jobs

Wealth Head - Bank (14-22 yrs)

14-22 years

Wealth Head - Bank (14-22 yrs)

Way To Go Consulting

posted 1mon ago

Job Role Insights

Fixed timing

Job Description

- Team Leadership & Development: Lead, manage, and mentor at least a 6-8 member team of private bankers, fostering a high-performance culture. Provide coaching, guidance, and career development to team members.

- Client Relationship Management: Maintain and grow a self-managed book of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Establish and nurture long- term, trust-based relationships with clients.

- Business Growth: Identify and implement strategies to meet or exceed revenue targets. Drive business growth by cross-selling services and products, increasing assets under management (AUM), and ensuring retention of key clients.

- Financial Planning & Advice: Offer tailored investment and wealth management advice to clients, aligned with their financial goals. Stay updated on market trends to provide informed recommendations.

- Collaboration: Work closely with other departments (e.g., investment, credit, compliance) to deliver integrated and comprehensive solutions to clients.

- Risk Management: Maintain an in-depth understanding of risk and compliance requirements. Ensure team adherence to relevant regulations and internal controls.


Functional Areas: Other

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What people at Way To Go Consulting are saying

What Way To Go Consulting employees are saying about work life

based on 29 employees
71%
90%
100%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
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Way To Go Consulting Benefits

Job Training
Team Outings
Work From Home
Soft Skill Training
Free Food
Education Assistance +6 more
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