Position Overview
Job Summary
A Private Banking Team Head or RM Head leads and manages Relationship Managers to achieve sales targets, grow assets under management, and deliver excellent customer service to high net worth clients through tailored investment strategies and effective team leadership.
Responsibilities
- Manage Relationship Managers (RMs) to achieve key performance targets and sales goals
- Communicate company goals and business strategies proactively to align team efforts and formulate strategic plans
- Follow up on critical updates, clarify team needs, and provide necessary support
- Monitor RM performance against targets and implement corrective actions for underperformance
- Coach RMs by delivering constructive feedback, guidance, and ongoing support to enhance skills and results
- Develop and communicate clear career progression plans to RMs, fostering talent growth within the Bank
- Implement measure...