Team Lead - Private Wealth Management

Achieve Sales Targets:

- You are accountable for meeting monthly and annual sales targets set by the organization.

- This involves selling a range of financial products and services to both new and existing customers.

- Implementation of Relationship Management and Investment Advisory Strategies:

- Ensure that strategies for managing client relationships and providing investment advice are properly implemented and executed.

- This includes balancing sales between different products to achieve a healthy spread.

Increasing Wallet Share:

- Focus on increasing penetration and "wallet share" of existing customers.

- This implies deepening the relationship with current clients by offering them additional financial products and services.

Improving Customer Service:

- Drive a significant improvement in customer service standards within the local market.

- Implement a customer service strategy that ensures high levels of satisfaction among clients.

Customer Interaction and Onboarding:

- Interact with new customers to explain the features and benefits of various financial products.

- Assist in onboarding new customers effectively to ensure a smooth transition into the services offered.

Continuous Improvement:

- Constantly work towards improving service levels to exceed customer expectations.

- Monitor and track customer satisfaction metrics to identify areas for improvement.

Meeting Customer Migration Targets:

- Ensure that customers are migrated towards more profitable products or higher service tiers as per organizational goals.

Team Leadership and Development:

- Provide leadership and guidance to a team of relationship managers or wealth advisors.

- Foster a cohesive team environment that promotes collaboration, performance excellence, and professional growth.

Performance Management:

- Monitor and assess the performance of team members against individual and team targets.

- Provide coaching, feedback, and support to help team members achieve their sales and service goals.

Market Intelligence and Strategy Development:

- Stay updated on market trends, competitor activities, and regulatory changes affecting the private wealth management sector.

- Develop and adjust strategies to capitalize on market opportunities and mitigate risks.

Compliance and Risk Management:

- Ensure compliance with regulatory requirements and internal policies related to financial services and wealth management.

- Mitigate risks associated with client transactions, investment strategies, and operational processes.

Client Relationship Management:

- Build and maintain strong relationships with key clients, high-net-worth individuals, and institutional investors.

- Act as a primary point of contact for escalated client issues and concerns, ensuring prompt resolution and client satisfaction