AVP, Team Lead, Treasures RM, Consumer Banking Group
Core
Lead and mentor a team of Relationship Managers to drive acquisition of high-net-worth clients and deliver holistic wealth management solutions within the Treasures segment.
Role type
Senior IC relationship management team lead
Builds
Wealth management solutions for high-net-worth individuals
Domain
Consumer banking / Wealth management
Deliverable
client delivery
Required skills
team leadership, high-net-worth client acquisition, wealth management solutions, regulatory compliance, portfolio review, risk management
Preferred skills
strategic direction, performance monitoring, coaching
Technologies
N/A
Responsibilities
Lead and mentor a team of Relationship Managers to achieve business targets; Drive acquisition of new high-net-worth clients and deepen existing relationships; Provide strategic direction, coaching, and performance monitoring; Ensure adherence to regulatory requirements and internal policies; Collaborate with product specialists and support units; Conduct regular portfolio reviews and implement risk management practices.
Seniority
Senior, hands-on IC with team leadership
