Team Lead - Wealth Management - Financial Services

Job Description:

To meet the defined targets through offering wealth products to HNI clients, while driving business development and client management.

Roles & Responsibilities:

- To provide clients a full range of wealth management products, while building long term relationships with the clients.

- To help develop investment strategies for clients to help them achieve their financial goals, while offering advice and information on various investment solutions.

- Generate growth in AUM and revenue that will ensure delivery of the financial plan and achievement of business objectives through effective client acquisition and client portfolio management.

- Ensure proper advisory procedures and documentation while adhering to the internal policies, business processes and external regulatory requirements.