71 Way To Go Consulting Jobs
Wealth Head - Bank (14-22 yrs)
Way To Go Consulting
posted 8d ago
- 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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