Team Lead, Private Banking
Core
Lead a team of relationship managers to drive sales targets and KPIs while managing a personal portfolio of high-net-worth and key corporate clients.
Role type
Senior IC team lead (private banking)
Builds
Integrated financial solutions for high-net-worth individuals and corporate clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
team leadership, sales target management, strategic planning, client portfolio management, regulatory compliance, market analysis, stakeholder collaboration, performance review, financial solution design
Preferred skills
none stated
Technologies
none stated
Responsibilities
Coach and motivate relationship managers to meet sales targets; Manage and grow a personal portfolio of high-net-worth clients; Develop strategic plans to expand client base; Monitor market trends and regulatory changes; Prepare performance and revenue reports for senior management
Seniority
Senior, hands-on IC
