Sr. Manager/AVP
3 days ago
Role Overview
The Assistant Vice President (AVP) Wealth Management Sales will lead business development initiatives, manage high-value client relationships, and drive revenue growth through advisory-led wealth solutions. The role requires a strong understanding of investment products, financial planning, and relationship management, along with proven sales leadership skills.
Key Responsibilities
- Develop and execute strategies to achieve sales targets for wealth management products and services.
- Identify, acquire, and manage relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
- Provide tailored investment advice and holistic wealth management solutions, including portfolio management, estate planning, insurance, and tax advisory.
- Lead, coach, and motivate a team of relationship managers and sales professionals.
- Collaborate with product, research, and operations teams to deliver superior client service and innovative offerings.
- Monitor market trends, competitor activities, and regulatory changes to inform business strategies.
- Ensure compliance with internal policies and all applicable regulatory requirements.
- Prepare periodic business performance reports for senior management.
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (Master's preferred).
- Minimum 8–12 years of experience in wealth management or private banking sales, including leadership roles.
- Strong track record in HNW/UHNW client acquisition and retention.
- In-depth knowledge of investment instruments (equities, bonds, mutual funds, alternatives) and regulatory frameworks.
- Excellent interpersonal, negotiation, and presentation skills.
- Ability to work under pressure and deliver results in a competitive environment.
Competencies
- Strategic thinking and business acumen.
- High emotional intelligence and client-centric approach.
- Strong leadership and team management skills.
- Analytical mindset with attention to detail.
- Ethical conduct and integrity in all business dealings.
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