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As a Team Leader you will be responsible to lead, mentor and manage a team of client advisors and client advisor assistants across one of several cities. You will be actively contributing to the achievement of our Wealth Management strategy, transformation, and growth ambition. You will be an instrumental role in driving the team commercial, financial and risk performance and ensuring that client families we serve are at the core of everything we do, leveraging the Quintet value proposition. You will be ensuring that the team operates in line with Quintet's internal policy and procedure framework as well as relevant external regulatory requirements.
Job Responsibility
Lead, mentor and manage a team of client advisors and client advisor assistants across one of several cities
Actively contributing to the achievement of our Wealth Management strategy, transformation, and growth ambition
Drive the team commercial, financial and risk performance
Ensure client families are at the core of everything we do, leveraging the Quintet value proposition
Ensure the team operates in line with Quintet's internal policy and procedure framework as well as relevant external regulatory requirements
Act as coach, talent manager & talent scout
Develop and maintain a local market practice and knowledge
Set clear individual performance targets for the members of the team
Translate the Quintet Wealth Management strategy into an inspiring vision for the team
Ensure that client advisors maintain a strong and sustainable relationship with client families
Actively engage with clients of the team
Actively contribute to identification of new leads
Act as 1st line of defence risk manager
Perform control activities and exercise relevant oversight
Ensure clients onboarded and existing clients are in line with Group Strategy & Risk Appetite
Ensure operations affecting clients are carried out in accordance with regulatory and internal policy requirements
Live by and demonstrate a strong Risk & Compliance culture
Requirements
Further professional Education (Masters / Professional qualification)
More than 5 years experience in a similar role
Proven and relevant experience within a wealth management or private banking role within financial services industry
Has experience in an International, multi-jurisdictional environment with strong cross border experience and experience of running a booking centre
Knowledge on order and execution process, hiring and on giving orders for securities and for trading and investing products and services
Has solid background in building cross collaboration and maintaining long-lasting relationships with a successful portfolio of clients and prospects, and comfortable networking in new markets to generate leads and opportunities to create revenue
Proven and relevant experience in managing people, developing team members to realise their growth potential, setting goals, reviewing objectives, and providing regular feedback and proactively taking action to manage underperformance
Understands Risk within context of the role and meets the regulatory obligations, as applicable