
Regional Financial Manager
5 days ago
Job Title: Regional Financial Manager
As a seasoned financial professional, you will oversee all wealth management operations within the assigned region. This leadership role involves managing a team of Relationship Managers, building and nurturing client relationships with high net worth individuals and ultra-high net worth clients, driving business growth, enhancing portfolio performance, and strengthening our presence in the market.
Key Responsibilities:
- Client Management & Advisory: Engage directly with HNI and Ultra-HNI clients to assess their financial goals and provide tailored investment solutions.
- Market Intelligence & Product Strategy: Conduct detailed analysis of financial markets, products, and trends, and support the team in identifying cross-sell and upsell opportunities.
- Financial Planning & Performance Tracking: Guide in designing customized financial plans based on client needs and risk profiles, and deliver periodic performance reports and portfolio summaries.
- Team Leadership & Development: Recruit, train, and lead a team of wealth professionals, set performance goals, and ensure continuous team development.
Core Competencies:
- Leadership Attributes: Accountability and Ownership, Customer Focus, Collaborative Mindset, Analytical and Decisive Thinking, Innovation and Tech Savviness, Resilience and Adaptability.
- Functional Skills: Investment and Portfolio Management, Financial Advisory, Compliance and Risk Awareness, Team Coaching and Performance Management, Business Development and Relationship Management.
Performance Metrics:
- Revenue and AUM growth at the cluster level
- Client acquisition and retention
- Team effectiveness and target achievement
- Customer satisfaction and service quality
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