Wealth Manager - Team Lead, Private Client Services at Bamboo

Job Scope

• As the Wealth Manager (Team Lead) services at Bamboo, you will be responsible for managing and growing relationships with high-net-worth individuals (HNI). You will be tasked with acquiring new HNI clients and working closely with existing ones to maximize their investment activities with Bamboo. This role is a blend of sales & relationship management. You will need to provide consultations on assets available at Bamboo to your HNI clients, helping clients make informed decisions that align with their financial goals.
• You are expected to drive engagement, increase investment volume and value from new and existing clients, and manage a portfolio of HNIs with a proactive, personalized approach. You’ll serve as a trusted advisor, ensuring Bamboo is the go-to platform for their investment needs.

What you will be doing:

• Develop and implement strategies to acquire new HNI individual clients, cultivating relationships with potential investors.
• Manage relationships with existing HNI clients to increase their investment volume across investment assets available on Bamboo.
• Provide personalized investment consultations and advice, tailoring financial solutions to each client’s goals and risk appetite.
• Actively monitor clients’ portfolios and provide recommendations to optimize investment returns and manage risk.
• Work closely with the marketing and sales teams to ensure client satisfaction and high retention rates.
• Stay updated on market trends and Bamboo’s product offerings to provide clients with accurate, relevant advice.
• Ensure clients receive top-tier service through regular communication, portfolio reviews, and financial planning sessions.
• Collaborate with internal teams to deliver personalized investment reports and updates.
• Organize and attend events, webinars, and other networking opportunities aimed at HNI acquisition and relationship building.
• Monitor and report on HNI client portfolio performance, identifying opportunities for further investment and client growth.
• Provide feedback on product offerings and suggest improvements that could drive better client engagement and satisfaction.
• Support with organizing virtual events such as spaces, webinars, online, offline workshops etc that drive HNI user conversion.

Experience, Skills and Behaviors Requirement:

• 5-10 years of experience in wealth management, private banking, or related fields.
• Strong understanding of equity and fixed-income assets, and broader investment markets.
• You’re the friend that always keeps in touch. A proven track record of building and maintaining strong client relationships with HNIs.
• Ability to provide financial advisory services and guide clients through complex investment decisions.
• Sales-oriented with a deep understanding of the financial needs of high-net-worth individuals.
• Strong communication, persuasion and interpersonal skills, with the ability to articulate complex financial concepts to clients.
• High level of professionalism and a client-first mindset, dedicated to achieving clients’ financial objectives.
• You are self-driven. You don’t wait to be told what to do. All you need are your goals and you’re on your way to crushing them.
• Positive energy, optimism about the future, and determination to meet ambitious goals.
• Excellent organizational skills, able to prioritize tasks and manage time efficiently.
• Financial news junkie. You can stay updated with market trends, regulatory changes, and product developments in the financial industry.

KPIs: Quantitative

• Client Acquisition & Growth
• Number of New HNI Clients Acquired
• Growth in Assets Under Management (AUM)
• Revenue Generated per Client
• Revenue Generated per Client
• Client Portfolio Performance

Client Retention

• Net Promoter Score (NPS)
• Cross-Selling Success Rate
• Client Engagement Levels

KPIs: Qualitative

• A proven track record of success in developing and executing high-impact user acquisition strategy
• Incredibly strong people skills
• Superb communication skills