Team Lead - Wealth Management (HNI)

Key Responsibilities:

1. Team
   Leadership & Management:
   
• Lead,
  motivate, and mentor a team of Relationship Managers to achieve
  individual and team targets.
  
• Set
  performance goals, monitor progress, and provide feedback and coaching to
  team members to improve sales, service, and client relationship
  management.
  
• Foster
  a collaborative and high -performance culture within the team.
  
• Conduct
  regular team meetings to discuss performance, strategy, and client
  management best practices.
  
2. Client
   Relationship & Portfolio Management:
   
• Oversee
  the team’s management of HNI client portfolios, ensuring clients receive
  personalized, high -quality financial advice and services.
  
• Ensure
  the team delivers customized investment strategies, estate planning, tax,
  and retirement planning solutions to clients.
  
• Personally
  handle high -profile and complex client relationships, resolving issues,
  and providing strategic advice.
  
• Continuously
  assess and optimize client portfolios to align with evolving financial
  goals and market conditions.
  
3. Business
   Development & Revenue Growth:
   
• Drive
  business development activities within the HNI segment, identifying new
  opportunities, expanding the client base, and increasing revenue.
  
• Encourage
  team members to generate leads, pursue new business opportunities, and
  maintain long -term client relationships.
  
• Develop
  and implement strategies to increase market penetration and client
  acquisition.
  
• Track
  and report on business development performance and client acquisition
  metrics.
  
4. Training
   & Development:
   
• Provide
  ongoing training to Relationship Managers on wealth management products,
  financial planning strategies, and best practices.
  
• Help
  team members stay up -to -date on industry trends, market conditions, and
  regulatory changes.
  
• Lead
  by example in promoting a client -first mindset and exemplary service
  standards.
  
5. Operational
   Excellence:
   
• Ensure
  the team adheres to internal processes, compliance guidelines, and
  industry regulations.
  
• Oversee
  client onboarding, portfolio reviews, and other operational processes to
  maintain efficiency and quality.
  
• Continuously
  improve workflows and internal procedures to enhance client satisfaction
  and operational efficiency.
  
6. Collaboration
   & Cross -functional Leadership:
   
• Collaborate
  with other internal teams such as Investment Research, Product
  Specialists, Risk Management, and Compliance to deliver comprehensive
  wealth management solutions to clients.
  
• Ensure
  smooth communication between departments to enhance client service and
  resolve issues promptly.
  
• Work
  closely with senior leadership to align team goals with organizational
  objectives.
  
7. Market
   & Competitor Analysis:
   
• Stay
  abreast of market trends, investment opportunities, and competitive
  offerings.
  
• Provide
  the team with regular updates on market dynamics, investment
  opportunities, and regulatory changes.
  
• Analyze
  competitors’ offerings to ensure the firm’s wealth management services
  remain competitive.
  
8. Reporting
   & Analytics:
   
• Monitor
  and analyze key performance indicators (KPIs) for the team, including
  client retention, revenue growth, and portfolio performance.
  
• Prepare
  and present regular reports on the team’s performance, key achievements,
  and challenges to senior management.
  
• Use
  data to drive decision -making and continuous improvement in team
  strategies.
  

Requirements

• Education:
  
• Bachelor’s
  degree in finance, Business Administration, or related field (Master's
  degree or relevant certifications like CFA, CFP, or CWM is preferred).
  
• Experience:
  
• Minimum
  12+ years of experience in wealth management or private banking, with at
  least 2+ years in a leadership or supervisory role.
  
• Proven
  experience in managing and growing relationships with high -net -worth
  individuals (HNI).
  
• Strong
  track record in business development, sales, and achieving revenue
  targets.
  
• Key
  Skills:
  
• Strong
  leadership, communication, and interpersonal skills.
  
• Excellent
  coaching, mentoring, and team -building abilities.
  
• Deep
  knowledge of wealth management products, investment strategies, tax and
  estate planning.
  
• Strong
  analytical and financial modeling skills.
  
• High
  level of professionalism, integrity, and discretion.
  
• Ability
  to work under pressure and manage multiple priorities.