
Wealth Management Executive
3 days ago
**Job Summary**
Vale Finance is seeking an experienced and dynamic leader to join our Private Banking team as a Team Lead – Wealth Management.
This role combines leadership, client relationship management, and strategic planning to grow the private banking segment while ensuring the highest standards of service and compliance.
The ideal candidate will have a proven track record of leading high-performing teams and delivering exceptional results in wealth management. Strong communication and interpersonal skills are essential for this role.
We offer a competitive salary package and opportunities for professional growth and development.
Key Responsibilities:
- Lead, mentor, and manage a team of wealth management professionals.
- Set performance targets and ensure team members achieve or exceed individual and team objectives.
- Provide ongoing coaching, training, and professional development to enhance team capabilities.
- Oversee the acquisition, retention, and growth of high-net-worth and ultra-high-net-worth client relationships.
- Serve as a point of escalation for complex client issues, ensuring timely and effective resolution.
Requirements:
- Proven experience in wealth management or a related field.
- Strong leadership and team management skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
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