Job Description

Job Purpose To lead a team of relationship managers ensuring they have the capacity, guidance and resources that they require to provide optimal advice, support and service to clients, to develop the business. Additionally, be accountable to manage an assigned portfolio of high net worth client accounts ensuring that their needs are met, thereby achieving the defined revenue targets through retention of existing business and acquisition of new business, in order to maximise bank’s profitability. Key Responsibilities/Accountabilities StrategyContribute towards the formulation and implementation Client Family strategy, in line with overall Family Office Strategy. Provide subject matter expertise across Investment Banking, Global Wealth Management, Family Office multigenerational strategies (Estate Planning), strategic insights and performance metrics / reports to the leadership to facilitate the achievement of the respective strategic objectives. Translate and operationalise the strategy and monitor, measure and adjust plans for each family to align with WI Family Office and Family Objective