Lead, Relationship Management, Wealth and Investment

Lead, Relationship Management, Wealth and Investment

Job Openings Lead, Relationship Management, Wealth and Investment

About the job Lead, Relationship Management, Wealth and Investment

Purpose:

To lead a team of relationship managers ensuring they have the capacity, guidance and resources that they require to provide optimal advise, support and service to clients, to develop the business. Additionally, be accountable to manage an assigned portfolio of high net worth client accounts ensuring that their needs are met, thereby achieving the defined revenue targets through retention of existing business and acquisition of new business, in order to maximise the companies profitability.

Duties and responsibilities:

• Contribute towards the formulation and implementation of the regional wealth management strategy, in line with overall wealth management objectives and regional priorities. Provide subject matter expe...