Team Lead, Private Wealth Management

Our client is a leading asset management and securities firm, known for delivering innovative investment solutions across equities, fixed income, real estate, and alternative assets. With a strong reputation for excellence and a client-focused approach, they are seeking talented professionals to join their team and contribute to creating long-term value and superior outcomes in the dynamic world of asset management and securities. Key Responsibilities Wealth Management & Advisory - Provide strategic oversight for the development and implementation of tailored wealth management solutions, including portfolio construction, estate planning, tax optimisation, and alternative investments. - Conduct regular reviews of client portfolios to ensure alignment with financial goals, risk tolerance, and market conditions. - Collaborate with internal and external experts to deliver holistic advice on investments, insurance, philanthropy, and succession planning. - Ensure all advisory activities adhere to regulatory requirements and the firm’s ethical standards.Client Relationship Management - Build and maintain trusted relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. - Lead client onboarding processes, ensuring a seamless transition and clear understanding of services and expectations. - Proactively address client queries, concerns, and feedback, delivering timely and effective solutions. - Organise and lead regular client meetings, portfolio reviews, and educational sessions to foster engagement and loyalty.Business Development & Growth - Identify and pursue new business opportunities to expand the private wealth client base and increase assets under management. - Develop and execute targeted marketing and networking initiatives to attract new clients and enhance the firm’s market presence. - Leverage referrals, partnerships, and industry events to build a robust pipeline of potential clients. - Collaborate with product and marketing teams to develop and promote innovative wealth management solutions.Performance Monitoring & Reporting - Establish and track key performance indicators (KPIs) for client portfolios, team activities, and business development efforts. - Ensure the timely and accurate preparation of client reports, investment commentary, and regulatory disclosures. - Analyse portfolio performance, client satisfaction data, and market trends to identify opportunities for improvement and innovation. - Present business and performance updates to senior management and relevant committees.Risk Management & Compliance - Ensure all wealth management activities comply with relevant regulatory requirements, industry standards, and internal policies. - Identify, assess, and mitigate risks associated with client portfolios, investment strategies, and market developments. - Work closely with compliance, legal, and risk teams to address regulatory changes and uphold best practices. - Foster a culture of compliance, transparency, and responsible investing within the team. Qualifications & Experience - Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s/CFA/CFP preferred). - Minimum of 7 years’ experience in private wealth management, financial advisory, or related roles. - Proven track record in managing high-net-worth client relationships and delivering tailored wealth solutions. - Strong understanding of investment products, financial planning, and regulatory frameworks. - Excellent communication, presentation, and interpersonal skills. - Experience leading and developing high-performing teams.Key Competencies - Wealth Management & Advisory Expertise - Leadership & Team Management - Relationship Building & Client Focus - Business Development & Growth Mindset - Results Orientation & Accountability - Risk Awareness & Compliance