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 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 management, Compliance oversight, Networking
Preferred skills
Strong market reputation, Entrepreneurial spirit, Stakeholder management, Business acumen