AVP Team Lead Treasures Relationship Manager Consumer Banking Group
Posted
You will lead, mentor, and manage Relationship Managers to meet business targets and key performance indicators. You will acquire high-net-worth clients, deepen relationships through wealth-management solutions, and coach the team on advisory capability. You will oversee compliance and risk practices, conduct portfolio reviews, and collaborate with specialists and support units to provide a seamless client experience.
Responsibilities
- Lead, mentor, and manage Relationship Managers to achieve business targets and key performance indicators
- Acquire high-net-worth clients and deepen existing relationships through wealth-management solutions
- Provide strategic direction, coaching, and performance monitoring
- Ensure adherence to regulatory requirements, bank policies, compliance standards, and ethical codes
- Collaborate with product specialists, investment strategists, and support units
- Conduct portfolio reviews and implement risk-management practices
Requirements
- Bachelor's degree in finance, business administration, or a related discipline
- Track record in wealth management and relationship management within consumer banking
- Prior leadership or supervisory experience
- Understanding of wealth-management products, financial markets, investment instruments, and portfolio management
- Financial advisory and regulatory certifications
- Leadership, interpersonal, communication, analytical, decision-making, and problem-solving skills