Team Lead Private Banking
Team Lead Private Banking
Posted on :
29-12-2024
Employer Active
1 Vacancy
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Job Description
Vacancy: Team Lead Private Banking
Location: Lagos
Position Overview:
The Team Lead Private Banking is responsible for managing and leading a team of private banking professionals to deliver exceptional wealth management solutions to highnetworth individuals (HNWIs)
and ultrahighnetworth individuals (UHNWIs). This role combines leadership client relationship management and strategic planning to grow the private banking segment while ensuring the highest
standards of service and compliance.
This role is pivotal in driving the growth of the private banking business fostering longterm client relationships and positioning the team as a trusted provider of bespoke financial solutions.
Key Responsibilities:
Team Leadership and Development:
- Lead mentor and manage a team of private bankers relationship managers and support staff.
- Set performance targets and ensure team members achieve or exceed individual and team objectives.
- Provide ongoing coaching training and professional development to enhance team capabilities.
Client Relationship Management:
- Oversee the acquisition retention and growth of HNW and UHNW client relationships.
- Support team members in delivering personalized financial solutions including wealth management investment advisory estate planning and credit services.
- Serve as a point of escalation for complex client issues ensuring timely and effective resolution.
Strategic Planning and Business Development:
- Develop and execute strategies to grow the private banking portfolio including client acquisition and crossselling opportunities.
- Collaborate with internal stakeholders to identify new products and services that meet client needs.
- Analyze market trends and competitor activities to inform strategic decisions.
Risk Management and Compliance:
- Ensure adherence to all regulatory and internal compliance requirements.
- Monitor team activities to maintain a high standard of ethical conduct and risk management.
- Regularly review client portfolios to ensure alignment with risk appetite and investment goals.
Operational Excellence:
- Oversee the daytoday operations of the private banking team ensuring efficiency and effectiveness in service delivery.
- Work with support teams to streamline processes and enhance client experiences.
- Prepare and present reports on team performance and market insights to senior management.
Qualifications:
Education:
- Bachelor s degree in Finance Economics Business Administration or a related field (MBA or equivalent is an advantage).
Experience:
- 8 12 years of experience in private banking wealth management or a related field.
- Proven experience in leading and managing teams in a highperformance environment.
Skills:
- Strong knowledge of wealth management products financial planning and investment strategies.
- Excellent leadership interpersonal and communication skills.
- Demonstrated ability to build and maintain relationships with HNWIs and UHNWIs.
- Deep understanding of risk management and compliance frameworks.
Key Competencies:
- Leadership and Team Building
- ClientCentric Approach
- Strategic Thinking and Problem Solving
- Financial and Market Acumen
- Ethical Judgment and Integrity
Application
Interested and qualified applicants can send their CVs to using TMLDPRIVBNK25 as subject of the mail.
Employment Type
Full Time
Key Skills
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