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Team Lead, HNWI Business

Salary undisclosed

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Job Responsibilities:

Team Leadership

  • Recruit, lead and manage a team of 4-5 wealth managers, ensuring alignment with firm’s strategic objectives and achieving performance targets
  • Mentor, develop, and support team members in are of wealth management, professional development, and ensure high quality financial advisory services

Client Relationship Management

  • Develop and maintain strong relationships with UHNW/HNW clients of the team
  • Oversee development and management of client relationship management for the team, ensuring delivery of personalized wealth management solutions
  • Collaborative meeting with the team member to develop UHNW/HNW business

Investment Strategy and Advisory

  • Collaborate with Investment Advisory and Product team to develop comprehensive wealth solutions for UHNW/HNW clients
  • Stay updated on market trends and provide guidance to the team on investment opportunities, risk management, and asset allocation

Job Requirements:

  • Bachelor’s degree in Economics, Business, Marketing or a related field
  • Minimum of 7-10 years of experience in wealth management or private banking, with a proven track record in leading high-performing team and managing client relationships
  • Solid track record in asset development, asset growth and revenue generation
  • In-depth knowledge of investment products, asset management, financial markets, and regulatory requirements
  • Excellent communication, negotiation, and interpersonal skills
  • Strong relationship-building skills to foster trust and rapport

At AHAM Capital, people are its greatest assets. We value diversity and inclusivity. To us, this means bringing together a group of qualified professionals with a varied range of skillset and experiences into a fair and respectful workplace to harness the strengths of cultural and individual differences for the accomplishment of our collective goal.

We believe in equal opportunity in employment and treating all individuals with respect and dignity. Our employment decisions are guided by an objective assessment of the candidate, irrespective of ethnicity, religion, gender, nationality and other non-merit factors.

Due to the high volume of applications, we are unable to acknowledge every application. If you are selected for an interview, we will contact you within the next 7 days. However, if we think that your skills and qualifications may be suitable for other similar positions, we may hold your details on our database and contact you in the future.