Position Overview
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Functional
Manage a diversified portfolio of HNW and UHNW clients by delivering holistic wealth management solutions.Provide personalized investment advisory, asset allocation, and lending solutions, including Lombard loans and cash-out loans against financial assets.Deliver legacy planning and wealth distribution strategies in collaboration with private trust personnel, offshore insurance brokers, tax advisors, and legal professionals.Conduct regular portfolio reviews and risk assessments to align with clients' financial goals and risk tolerance profiles.Ensure compliance with KYC/AML practices, FATCA and regulatory standards (BNM & SC regulations).Managerial
Collaborate with internal teams, including BCB, PFS to deepen client relationships through a total relationship approach.Mentor junior adviso...