Lead, coach, and inspire a team of Client Advisors to achieve sales and service excellence.

Set clear performance objectives and monitor KPIs to ensure alignment with business goals.

Foster a high‑performance culture focused on collaboration, integrity, and continuous improvement.

Build and maintain strong relationships with high‑net‑worth clients.

Understand clients’ financial goals and provide tailored wealth‑management solutions.

Drive acquisition of new clients and grow assets under management (AUM).

Collaborate with marketing and product teams to execute targeted campaigns.

Ensure strict adherence to regulatory requirements and internal policies, including FAA, FATCA, CRS .

Proactively manage risks and maintain high standards...