About the role
Lead and manage a team of wealth planning managers within the Consumer Banking Group to drive customer engagement through holistic financial planning, ensuring compliance with all regulatory standards and achieving high business performance.
BankingOnsite
Key Responsibilities
- Responsible for hiring, skilling, and coaching a team of wealth planning managers to drive customer engagement activities focusing on holistic financial planning.
- Ensure a needs-based approach, compliance with FA Act, Fair Dealing, and adherence to internal and external regulatory requirements and policies.
- Act as the single point of accountability for the assigned team regarding overall business performance, business quality, and customer satisfaction.
- Ensure effective use of resources and cultivate a high-performance culture through motivation, training, and team member development.
Requirements
- Experience in wealth management or financial planning.
- Proven leadership and coaching abilities for a team.
- Deep understanding of regulatory compliance in financial services.
- Ability to drive business growth through client relationships.
- Strong track record in performance management.