Head, Wealth Management at Trustline Capital Limited

Role Summary

• The Head of Wealth Management is responsible for driving the strategic growth, client acquisition, and portfolio performance of the wealth management division. The role oversees high-net-worth (HNW), ultra-high-net-worth (UHNW), and institutional client relationships, ensuring sustainable Assets Under Management (AUM) growth, superior client experience, and strong revenue generation.

Key Responsibilities

Strategic Leadership & Growth

• Develop and execute the overall wealth management strategy aligned with company goals.
• Drive aggressive AUM growth through client acquisition, retention, and cross-selling.
• Identify new market opportunities, products, and client segments.
• Lead expansion into corporate, diaspora, and institutional wealth segments.

Client Acquisition & Relationship Management

• Build and maintain relationships with HNW and UHNW clients.
• Originate large-ticket investments and structured deals.
• Oversee client onboarding, portfolio advisory, and lifecycle management.
• Act as a key relationship owner for top-tier clients.

Team Leadership & Performance Management

• Lead, mentor, and manage Wealth Managers and Relationship Managers.
• Set performance targets (AUM, revenue, client acquisition).
• Drive a high-performance, sales-driven culture.
• Recruit, train, and retain top wealth management talent.

Investment & Product Oversight

• Collaborate with investment teams to design attractive wealth products (fixed income, real estate-backed, structured notes).
• Ensure portfolios align with client risk profiles and market conditions.
• Drive distribution of proprietary products (e.g., fixed income notes, real estate investments).

Revenue & Profitability

• Own revenue targets for the wealth division.
• Optimize fee structures, commissions, and margins.
• Ensure cost-to-income efficiency within the division.

Compliance & Risk Management

• Ensure all activities comply with regulatory requirements (e.g., SEC guidelines).
• Maintain strong governance, risk controls, and ethical standards.
• Oversee KYC, AML, and client suitability processes.

Stakeholder Management

• Collaborate with internal teams (investment, marketing, operations).
• Engage external partners such as banks, trustees, and institutional investors.
• Represent the firm at high-level meetings, events, and client forums.

Key Performance Indicators (KPIs)

• AUM Growth (monthly/annual targets)
• Revenue generation
• Client acquisition & retention rate
• Average portfolio size per client
• Product penetration rate
• Team productivity (AUM per RM)

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, Business, Marketing or related field (MBA is an advantage).
• Minimum 8–15 years experience in wealth management, asset management, or private banking.
• Proven track record of managing large AUM portfolios and HNW clients.
• Strong network of affluent clients and institutional investors.

Core Competencies

• Strong leadership and team management
• Sales-driven and target-oriented mindset
• Deep understanding of investment products and financial markets
• Excellent relationship management and negotiation skills
• Strategic thinking and execution ability

Compensation Structure

• Fixed Salary (Highly competitive)
• Performance Bonus (linked to AUM & revenue)
• Annual incentives (profit share)
• 13th month salary
• HMO
• Pension
• Official car after 6months satisfactory work