Team Lead, Private Wealth Management

Key Responsibilities

Wealth Management & Advisory

• Provide strategic oversight for the development and implementation of tailored wealth management solutions, including portfolio construction, estate planning, tax optimisation, and alternative investments.
• Conduct regular reviews of client portfolios to ensure alignment with financial goals, risk tolerance, and market conditions.
• Collaborate with internal and external experts to deliver holistic advice on investments, insurance, philanthropy, and succession planning.
• Ensure all advisory activities adhere to regulatory requirements and the firm’s ethical standards.

Client Relationship Management

• Build and maintain trusted relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
• Lead client onboarding processes, ensuring a seamless transition and clear understanding of services and expectations.
• Proactively address client queries, concerns, and feedback, delivering timely and effective solutions.
• Organise and lead regular client meetings, portfolio reviews, and educational sessions to foster engagement and loyalty.

Business Development & Growth

• Identify and pursue new business opportunities to expand the private wealth client base and increase assets under management.
• Develop and execute targeted marketing and networking initiatives to attract new clients and enhance the firm’s market presence.
• Leverage referrals, partnerships, and industry events to build a robust pipeline of potential clients.
• Collaborate with product and marketing teams to develop and promote innovative wealth management solutions.

Performance Monitoring & Reporting

• Establish and track key performance indicators (KPIs) for client portfolios, team activities, and business development efforts.
• Ensure the timely and accurate preparation of client reports, investment commentary, and regulatory disclosures.
• Analyse portfolio performance, client satisfaction data, and market trends to identify opportunities for improvement and innovation.
• Present business and performance updates to senior management and relevant committees.

Risk Management & Compliance

• Ensure all wealth management activities comply with relevant regulatory requirements, industry standards, and internal policies.
• Identify, assess, and mitigate risks associated with client portfolios, investment strategies, and market developments.
• Work closely with compliance, legal, and risk teams to address regulatory changes and uphold best practices.
• Foster a culture of compliance, transparency, and responsible investing within the team.