Cluster Head
Core
Manages own books and the team's performance, including financial and non-financial metrics, while developing and maintaining client relationships to achieve annual revenue targets.
Role type
Senior IC relationship manager (team lead)
Builds
Client relationships and team business plans
Domain
Private banking / Wealth management
Deliverable
client delivery
Required skills
Client relationship management, Revenue target achievement, Investment product advisory, New business development, Team mentoring, Risk and compliance management, Networking synergies
Preferred skills
Strong market reputation, Entrepreneurial spirit, Robust risk management knowledge, Business acumen
Technologies
Investment products and services
Responsibilities
Develops and maintains own client relationships, Mentors RMs to enhance performance, Leads team in compliance and risk management, Executes team's business plan and financial targets, Supports Market Head in developing the team's business plan, Actively involved in business development and prospecting new clients