Wealth Management Manager
Core
Consolidate and lead a team of Wealth Management advisors to support commercial management and client advisory services using company tools and products.
Role type
Wealth Management Manager (Team Lead)
Builds
Wealth management advisory services and investment portfolios for clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Team leadership, commercial management, capital markets knowledge, mutual funds expertise, regulatory compliance, asset allocation, suitability assessment, pipeline management, productivity planning
Preferred skills
English proficiency
Technologies
Office tools
Responsibilities
Lead, coordinate, and align the team to achieve results; drive team learning; proactive recruitment and selection; implement work methodologies and track pipelines; promote tool usage; control advisory quality and asset allocation; support high-net-worth clients; coordinate client information.
