Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead, mentor, and manage Relationship Managers to meet business targets and key performance indicators. You will acquire high-net-worth clients, deepen relationships through wealth-management solutions, and coach the team on advisory capability. You will oversee compliance and risk practices, conduct portfolio reviews, and collaborate with specialists and support units to provide a seamless client experience.
Requirements
- Bachelor's degree in finance, business administration, or a related discipline
- Track record in wealth management and relationship management within consumer banking
- Prior leadership or supervisory experience
- Understanding of wealth-management products, financial markets, investment instruments, and portfolio management
- Financial advisory and regulatory certifications
- Leadership, interpersonal, communication, analytical, decision-making, and problem-solving skills
Responsibilities
- Lead, mentor, and manage Relationship Managers to achieve business targets and key performance indicators
- Acquire high-net-worth clients and deepen existing relationships through wealth-management solutions
- Provide strategic direction, coaching, and performance monitoring
- Ensure adherence to regulatory requirements, bank policies, compliance standards, and ethical codes
- Collaborate with product specialists, investment strategists, and support units
- Conduct portfolio reviews and implement risk-management practices