About the role

AI summarised

The Personal Wealth Team Head leads a team of wealth managers in a bank, driving business growth and ensuring high-quality client service. Responsibilities include team management, client portfolio oversight, and compliance with regulatory standards.

BusinessFull-timeGeneral

Key Responsibilities

Lead and manage a team of personal wealth managers to achieve business targets
Develop and implement strategies to grow the wealth management business
Provide financial planning and investment advisory services to high-net-worth clients
Monitor client portfolios and ensure alignment with risk profiles and investment objectives
Ensure compliance with regulatory requirements and internal policies
Conduct regular performance reviews and provide coaching to team members
Build and maintain strong client relationships to enhance customer loyalty
Collaborate with other departments to deliver integrated financial solutions

Requirements

Degree in Finance, Business, Economics or related field
Minimum 8 years of experience in wealth management or private banking
Proven track record in team leadership and business development
Strong knowledge of investment products, financial planning, and risk management
Excellent communication and interpersonal skills
Ability to work under pressure and meet targets
Relevant certifications such as CFA or CFP preferred
Sound understanding of AML and KYC regulations
Proficiency in English and Mandarin to serve Chinese-speaking clients
Strong analytical and decision-making abilities