Team Lead - Relationship Manager - Wealth Management Firm

We are hiring for a RM Team Lead role with a leading AI-enabled wealth management firm serving affluent families

Key Responsibilities:

- Lead and mentor a team of RMs; conduct daily huddles & funnel reviews

- Ensure revenue targets and advisory KPIs are met

- Participate in key client meetings with senior HNIs

- Oversee proposal quality, compliance, audit readiness & CRM discipline

- Work closely with senior leadership to improve client satisfaction and portfolio outcomes

Requisites:

- 6-10 years of wealth management experience

- Minimum 2 years in a team-lead / people-management role

- Strong Advisory + HNI / UHNI engagement background

- Excellent coaching, communication & process-driven mindset