Team Lead, Business Management

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Functional (job responsibilities)

The role spans comprehensive business management, operational excellence, risk oversight, and high-level strategy execution, all while directly supporting the effectiveness and efficiency of client-facing teams and collaborating closely other functions supporting the business.

Key support to the Managing Director Regional Head of Wealth Management

• Support in driving key strategic priorities and initiatives ensuring their successful integration and

  implementation across HLB's Regional Wealth Management business.

• Facilitate strategic workshops and planning sessions for the Regional Wealth Management leadership and senior management team.

• Produce meaningful analytics and insights to report on and support decision making around strategy performance, resources and budgets

• Serve as catalyst to translate enterprise-level strategies into business-specific implementation plans

Secretariat Support to the Managing Director & Regional Head of Wealth Management

• Provide management support, provide business insights for management decision.

• Prepare high-quality materials, presentations, and briefing documents for select committees and

  meetings chaired or hosted by the Managing Director & Regional Head of Wealth Management.

• Perform or support the duties of meeting secretariat in designated committees and meetings, ensuring accurate record-keeping and follow-up on action items.

• Act as a key liaison with other committee secretariats and senior management across HLBB.

Business Management Activities

• Managing functions to support the overall business operations including front office processes around client segment tagging, and centralized call backs.

• Maintain ongoing oversight and management of budget, cost, and business administrations

• Develop and operationalize enterprise and departmental policies and frameworks to enhance organizational performance.

• Identify and champion opportunities for operational excellence and Front Office process optimization across the entire client lifecycle within Regional Wealth Management

• Work closely with departments, projects teams and Technology to ensure the effective implementation and leveraging of digital enablers to achieve business goals and enhance client experience.