Team Lead, Private Wealth Management
Core
Provide strategic oversight for tailored wealth management solutions including portfolio construction, estate planning, tax optimization, and alternative investments for high-net-worth clients.
Role type
Team Lead, Private Wealth Management
Builds
Holistic advice on investments, insurance, philanthropy, and succession planning
Domain
Private Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
Portfolio construction, Estate planning, Tax optimization, Alternative investments, High-net-worth client relationship management, Regulatory compliance, Team leadership, Business development, Performance monitoring, Risk management
Preferred skills
Master's degree, CFA, CFP
Technologies
N/A
Responsibilities
Develop and implement tailored wealth management solutions, Conduct regular reviews of client portfolios, Lead client onboarding processes, Identify and pursue new business opportunities, Establish and track key performance indicators, Ensure regulatory compliance
Seniority
Senior, hands-on IC with team leadership
