Position Overview
Key Responsibilities - Acquire and manage private HNW / UHNW Clients;
- Establish, develop and maintain positive Client relationships;
- Provide investment advice and construct Client investment portfolios;
- Develop deep understanding of Clients' financial goals, risk tolerance and life circumstances.
Requirements - Established and transferrable book of Clients;
- Bachelor’s degree in Finance, Business Administration, Economics or a related field;
- 5 years of experience in relationship management, private banking, or wealth advisory;
- Strong understanding of investment products, financial planning, and capital markets;
- Excellent communication, interpersonal, and problem-solving skills;
- Ability to manage multiple client relationships and deliver a high-touch service experience;
- Relevant certifications (e.g., CFP, CFA, CWM, or equivalent) are a plus.