Sales Leader – Wealth Management – Jigsaw HR Consultants

About the Role

We are seeking an experienced and results-oriented Sales Leader – Wealth Management to lead the growth of our Wealth Management division. The ideal candidate will have a strong background in private banking, wealth management, or investment advisory, with a proven track record of managing High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client portfolios valued at USD 10 million and above.

This role requires a commercially driven leader who can acquire new clients, deepen existing relationships, lead a high-performing sales team, and deliver tailored wealth management solutions while achieving ambitious business growth targets.

Key Responsibilities

• Develop and execute the sales strategy for the Wealth Management division.
• Drive business development by acquiring new HNW and UHNW clients.
• Build, mentor, and lead a high-performing team of Wealth Relationship Managers and Advisors.
• Manage and grow high-value client portfolios by delivering tailored wealth management and investment solutions.
• Advise clients on investment planning, portfolio management, wealth preservation, retirement planning, insurance, and succession planning.
• Identify opportunities to cross-sell the firm’s financial products and services.
• Build and maintain strong relationships with clients, financial institutions, family offices, and strategic partners.
• Monitor sales performance, Assets Under Management (AUM), revenue targets, and team KPIs.
• Ensure compliance with regulatory requirements, internal policies, and industry best practices.
•  Stay updated on market trends, investment products, and economic developments to provide strategic financial guidance.
• Prepare sales forecasts, business development reports, and performance updates for senior management.

Job Details

Preferred Candidate

Suite de l’annonce…