Investment Wealth Manager
Core
Lead a sales team to achieve targets, supervise business activities, and ensure compliance with regulatory requirements and internal policies.
Role type
Senior IC Investment Wealth Manager (Team Lead)
Builds
MAMI products (mutual funds)
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales target management, team supervision, sales prospecting, client servicing, compliance governance, KYC processes, risk identification, reporting accuracy
Preferred skills
coaching, cross-departmental collaboration
Technologies
MAMI products
Responsibilities
Allocate sales targets to team members, supervise team business activities, coach team on prospecting and selling, manage client complaints, ensure regulatory compliance, oversee KYC and documentation, report sales performance figures
Seniority
Senior, hands-on IC
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