Wealth Planning Team Leader - Wealth Management

Job description

Job Description Purpose of the role: To manage relationship management initiatives and set the strategic direction. Provide support to the bank's senior management team, and to manage product development risk across the organisation. Accountabilities: - Development of strategic direction for relationship management, including the implementation of up to date methodologies and processes. - Management of relationship management initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness. . - Relationship management of stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. - Development and implementation of policies and procedures for relationship management. - Management of relationship management risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank’s relationship management and compliance functions. . - Monitoring the financial performance of relationship management, including revenue, profitability, and co...