Team Lead, Wealth Management

Job Summary

To coordinate a team and serve as the primary relationship manager for high net worth and affluent clients.

  • Minimum Qualification: Degree
  • Experience Level: Senior level
  • Experience Length: 2 years

Job Description

Role Qualification:

Academic/Professional: BSC Qualification (Minimum 2:2), Additional Professional Qualification is an advantage - CFA, ACCA, ACA, Chartered Wealth Manager, LLB

Work Experience:

Relationship Management Experience Minimum of 2 years within the Financial Services Industry particularly in Private Banking, Wealth Management, Business Strategy / Consulting.

Skills and Competencies:

• Confidence, Excellent communication, interpersonal and listening skills.

• Good Knowledge of Investment and Insurance Products.

• Capability to understand and explain complex information simply and clearly.

• Ability to network and establish relationships with clients.

• Research and analytical skills.

• Negotiation and influencing skills as well as determination and tenacity.

• Ability to work in a team.

• Proactive Nature.

• Time management Skills.

• Customer service skills and Solutions driven mind-set.

• Self -motivation and organization.

• Good level of numeracy and IT Skills

• Target-driven mindset.

• Discretion and an understanding of the need for client confidentiality

Key Responsibilities:

• Act as Financial Adviser/ Relationship Manager to HNI Clients.

• Act as Team Lead / Back-Up to Unit Head.

• Supervise and closely monitor the activities of team members with the support of the Unit Head.

• Markets and sells AXA MANSARD products and services to High Networth Individuals (HNIs).

• Ensure the development of an active prospect list as well as sign-on of HNIs to AXA Mansard

• Cross-sells and Up-sells additional products and services to existing customers

• Supports the team in identifying and closing investment and insurance opportunities in all aspects of the customers’ lives e.g. business insurance products for HIPs and HNIs who are business owners

• Ensure all customer data and transactions history is complete, and up to date on all platforms

• Participates in product development, repackaging and customization as it relates to the team’s target market

• Provides market intelligence for product improvement/development to relevant teams in the company

• Support in planning and executing events targeted towards High-Income Persons (HIPs) and High Networth Individuals (HNIs)

• Effectively identifies and analyses the financial needs of clients

• Responsible for the preparation of proposals

• Processes transactions for sales made and liaises with operations teams to ensure turn-around-times for the unit are maintained

• Prepares weekly, monthly and quarterly activities reports.

• Carry out any other assignment that might be delegated by the Unit Head

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