Team Leader Wealth

Role & 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