about the job.
Manage and expand a high-net-worth wealth advisory portfolio by delivering customized investment, risk, and structural strategies for regional and international clients.
- Drive business growth by identifying, acquiring, and converting prospective high-net-worth individual and institutional client accounts.
- Oversee private client portfolios, creating tailored strategies aligned with asset protection, risk parameters, and long-term objectives.
- Partner with internal subject matter experts to integrate tax efficiency, estate planning, and risk mitigation solutions.
- Direct multi-disciplinary advisory teams while ensuring all activities comply with stringent regulatory frameworks.
- Represent the organization across regional networks to expand brand presence and mentor team members.
skills and experience required.
- Proven track record in managing private wealth client relationships and driving fee-based assets under management.
- Extensive experience in private banking or wealth advisory serving high-net-worth and ultra-high-net-worth individuals.
- Deep knowledge of multi-asset portfolio construction, asset allocation, and cross-border financial structures.
- Strong familiarity with regional wealth regulations, estate planning, and risk management frameworks.
- Degree in Finance, Economics, or Business, with professional credentials such as CFA, CFP, STEP, or CPA highly regarded.
Please click on the 'apply' button to apply online. (EA: 94C3609/ R21103354)