Sr. Manager/AVP - Wealth Management Sales

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.