Cluster Head
Core
Manages own books and team performance, develops client relationships, and achieves annual revenue targets while acting as a trusted advisor for a group of dedicated clients.
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
Experience in private banking leadership, Deep knowledge of Asian financial landscape, Strong market reputation, Entrepreneurial drive
Technologies
Investment products and services
Responsibilities
Develop and maintain client relationships, Achieve annual revenue targets, Mentor relationship managers, Lead team compliance and risk management, Execute team business plan, Support new business development and prospecting