01Overview
A wealth management firm is hiring a Team Leader for its wealth relationship management desk.
Key responsibilities:
- Lead, mentor and manage a team of Wealth Relationship Managers to achieve individual and team revenue targets.
- Drive business growth through acquisition of new HNI and UHNI clients and expansion of existing relationships.
- Monitor team performance, productivity and sales effectiveness through regular reviews and coaching.
- Develop and implement strategies to increase AUM and revenue generation.
- Build and maintain strong relationships with HNI and UHNI clients, understanding financial goals and providing investment solutions.
- Drive direct sales across mutual funds, PMS, AIFs, bonds, structured products, insurance, equity and capital market products.
- Conduct portfolio reviews and identify cross-selling and upselling opportunities.
- Track market trends, competitor activity and investment opportunities.
- Ensure compliance with regulatory guidelines and internal policies.
Success metrics:
- Team revenue targets, AUM growth, new HNI and UHNI client acquisition, client retention and team productivity improvement.
Candidate profile:
- 10+ years in wealth management, private banking, retail liabilities or investment advisory with proven team management experience and a strong HNI and UHNI acquisition track record. .
