
Private Banking Team Lead
4 days ago
About the Role
The Team Lead – Wealth Management is responsible for managing and leading a team of wealth management professionals to deliver exceptional wealth management solutions to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).
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 successful candidate will be responsible for setting performance targets, mentoring and managing a team of wealth management professionals, and providing ongoing coaching, training, and professional development to enhance team capabilities.
Key Responsibilities:
- Leadership and Team Management: Lead, mentor, and manage a team of wealth management professionals.
- Performance Management: Set performance targets and ensure team members achieve or exceed individual and team objectives.
- Client Relationship Management: Oversee the acquisition, retention, and growth of HNW and UHNW client relationships.
- Crisis Management: Serve as a point of escalation for complex client issues, ensuring timely and effective resolution.
Requirements:
- At least 5 years of 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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