Team Lead - Private Wealth
Team Lead - Private Wealth
Posted on :
15-03-2025
Employer Active
1 Vacancy
The job posting is outdated and position may be filled
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
As Team Leader you will be tasked with achieving business growth targets providing strategic direction to your team and ensuring exceptional client service delivery. A key component of this role is the ability to selfmanage your client portfolio while overseeing the performance and development of your team members.
Key Responsibilities:
- Team Leadership and Development: Lead manage and mentor at least a 68 member team of private bankers fostering a highperformance culture. Provide coaching guidance and career development to team members.
- Client Relationship Management: Maintain and grow a selfmanaged book of highnetworth individuals (HNWIs) and ultrahighnetworth individuals (UHNWIs). Establish and nurture long term trustbased relationships with clients.
- Business Growth: Identify and implement strategies to meet or exceed revenue targets. Drive business growth by crossselling services and products increasing assets under management (AUM) and ensuring retention of key clients.
- Financial Planning and Advice: Offer tailored investment and wealth management advice to clients aligned with their financial goals. Stay updated on market trends to provide informed recommendations.
- Collaboration: Work closely with other departments (e.g. investment credit compliance) to deliver integrated and comprehensive solutions to clients.
- Risk Management: Maintain an indepth understanding of risk and compliance requirements.
- Ensure team adherence to relevant regulations and internal controls.
Requirements
Qualifications:
- Proven experience in private banking wealth management or a related field with a strong track record of managing a selfsustained client book.
- Minimum of 1517 years of leadership experience in a private banking or wealth management environment.
- Indepth knowledge of financial products services and investment strategies.
- Strong leadership interpersonal and communication skills.
- Ability to drive results motivate a team and manage client relationships effectively.
- Familiarity with the regulatory environment surrounding private banking and wealth management.
- A proactive and clientcentric approach with a high level of professionalism and discretion.
1. Good command on English language, interpersonal skills and communication 2. Knowledge of RBI Guidelines on trade finance products, FEMA guidelines 3. Experience on handling inward and outward foreign remittances 4. Issuance of Bank Guarantees & SBLCs Inland and Foreign 5. Issuance of Import LC, document checking and payment 6. Export Finance Pre and Post Shipment 7. Export LC advising, bills lodgment 8. Inland trade, bills discounting
Education
Knowledge of RBI Guidelines on trade finance products, FEMA guidelines Issuance of Bank Guarantees & SBLCs Inland and Foreign Issuance of Import LC, document checking and payment
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
