High Net Worth Wealth Strategist
20 hours ago
This is an exceptional opportunity to excel in a dynamic wealth management environment.
The successful candidate will be responsible for cultivating high net worth individual relationships and delivering tailored wealth solutions. They will also be expected to operate with autonomy, possess well-developed interpersonal skills, and contribute to the overall business strategy.
Key Responsibilities:
- Maintain an existing portfolio of high net worth clients.
- Possess extensive experience within private banking, private wealth offices, and investment boutiques.
- Have knowledge of Investment Advisory and Management, Consolidated Portfolio Reporting, Financial planning.
- Engage in day-to-day activities including Market Development, Relationship Building, and expanding the network of high net worth clients.
Requirements:
- At least years of wealth management experience in Australia and Singapore.
- Possess extensive experience in Relationship Management and private banking.
- Be dynamic, resourceful, and highly achievement-oriented.
- Have a strong knowledge of financial products and services, with a good understanding of how economic events impact global markets.
- Have a good understanding of compliance and regulatory requirements of all products.
Benefits:
- Discretion and dedication are highly essential.
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