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Area Manager | Wealth

1 month ago


Mysore, India Waytogo Consultants Full time
  • Lead, mentor, and manage a team of wealth management professionals including financial advisors, portfolio managers, and support staff.
  • Provide ongoing coaching, professional development, and performance reviews to ensure the team meets business objectives and client satisfaction standards.
  • Drive the growth of the wealth management business by identifying new client opportunities and expanding existing client relationships.
  • Develop and execute strategic plans to achieve sales targets, revenue goals, and market share growth within the region.
  • Ensure high levels of client satisfaction by delivering tailored wealth management services and solutions to high-net-worth individuals and institutional clients.
  • Cultivate and maintain strong relationships with key clients, offering regular updates and strategic advice.
  • Oversee the day-to-day operations of the area, ensuring compliance with industry regulations and internal policies.
  • Monitor performance metrics, ensure high-quality client service, and optimize operational efficiency.
  • Stay abreast of market trends, economic conditions, and competitive landscape to inform decision-making and strategic planning.
  • Utilize data and market insights to identify new opportunities and adjust strategies to meet evolving client needs.
  • Collaborate with other regional and national wealth management teams to ensure alignment on business goals, marketing campaigns, and product offerings.
  • Act as a liaison between the region and senior management, providing regular updates on performance, challenges, and opportunities.