Team Lead, Private Wealth Group

Overall responsibility for the achievement of the teams’ performance in alignment with agreed Budgets and Targets.
Responsibilities:
    • Responsible for generating Credit & Lease facilities for the company whilst ensuring adequate risk management.
    • Responsible for generating and growing the CP liability of the company.
    • Responsible for generating and growing portfolios under management.
    • Responsible for generating and growing stockbroking transactions and income for the company.
    • Responsible for prospecting for new clients (marketing) and managing the relationships therefrom.
    • Managing client relationships across company’s product lines and overseeing the efficient & effective investment of client assets.
    • Responsible for planning and managing the Teams resources to ensure that all reporting obligations are delivered in an accurate and timely manner.
    • Planning and managing the daily operations of the Team.
    • Supervision and appraisal of all Team members to ensure that key results are achieved in line with company’s objectives.
    • Maintains discipline in the Team.
    • Any other duties as may be assigned.
Competency Requirements:

Knowledge/Skills – Technical & Business

  • Good communication skills (written & verbal)
  • Strong business development & entrepreneurial skills
  • Client Acquisition & Relationship Management
  • Good numeracy and accounting skills
  • Credit Analysis & Documentation

Attributes

  • Solid leadership with proven ability for decision-making.
  • Strategic mindset with ability for the big picture.
  • Strong Team and people management capability.
  • Ability to manage and deliver on multiple priorities with agreed timelines
  • Strong problem analysis and solving skills
  • Resourcefulness & Initiative.
  • Strong negotiation skills
  • Numerate and Analytical

 Behaviours

  • Results Orientation
  • Attention to detail
  • Continuous learning & development
Key Performance Measures:
  • Delivery of Budgets/Targets within agreed timelines.
  • New Business Introductions – HNIs
  • New Business Introductions – Institutions
  • Growth of existing client’s wallet
  • Resuscitation of existing/dormant accounts by value
Minimum Education and Work Experience:
  • First degree in social sciences or other related fields
  • Professional certifications, e.g. ACA, CIS or CFA etc. are an added advantage
  • Four to six (4 – 6) years relevant work experience
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