Team Leader Wealth

As Team Leader, you will be tasked with achieving business growth targets, providing strategic direction to your team, and ensuring exceptional client service delivery. A key component of this role is the ability to self-manage your client portfolio while overseeing the performance and development of your team members.

Key Responsibilities:

• 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.