Investment Wealth Manager

Manage a team of investment professionals to achieve sales targets and provide excellent client service. This role involves coaching, performance management, and ensuring compliance with company policies and regulatory requirements.

• Achieve assigned sales targets and allocate team KPIs
• Coach and direct team members in sales prospecting and client servicing
• Ensure team members maintain strong client relationships
• Manage client complaints and resolve within service standards
• Ensure compliance with regulatory requirements and company policies
• Accurate reporting of sales performance figures