High Net Worth Client Specialist

Job TitleA Financial Advisor position is available for a high-net-worth individual specialist with experience in wealth management.Job DescriptionThe successful candidate will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to clients. They will proactively anticipate client needs, crafting personalized...

Key Job ResponsibilitiesAs a Business Development Director, you will be responsible for acquiring high-net-worth clients and managing your business remotely from home. You will present wealth management solutions to high-net-worth investors and report to a Managing Director. The OpportunityThis role allows you to manage your territory within driving...

High Net Worth Banking SpecialistJob Description:We are seeking a seasoned financial expert to fill the role of High Net Worth Banking Specialist. This key position requires a deep understanding of complex financial products and services, as well as exceptional communication and interpersonal skills.Responsibilities:Develop and implement tailored financial...

Job TitleThis role oversees a portfolio of high-net-worth clients and crafts tailored investment strategies to deliver exceptional service.Responsibilities:Cultivate long-term relationships with high-net-worth individuals.Identify prospects within the relevant market and use market knowledge to acquire new clients.Introduce clients to suitable products and...

Our client is a leading wealth solutions platform providing bespoke services in Trust, Insurance, and Family Governance to ultra-high-net-worth individuals, families, and institutions. With a pioneering approach and a strong presence in Asia, the firm is expanding its Singapore team with the addition of Sales Director to drive growth across Southeast...

Portfolio Relationship ManagerWe are seeking a seasoned Portfolio Relationship Manager to join our team. As the primary point of contact for a portfolio of high net worth (HNW) and ultra high net worth (UHNW) clients, you will be responsible for building long-term, trust-based relationships and providing holistic financial advice.Key Responsibilities:Serve...

Private Client Advisor RoleThe Citigold Private Client Advisor is a trusted partner for high-net-worth individuals, offering bespoke wealth management guidance and sophisticated financial solutions.This strategic role involves proactively anticipating client needs, crafting personalized strategies that include investment management, advanced planning, and...

Our Wealth Management Team is seeking a seasoned Treasures Relationship Manager to join our international team.Job Description:As a Treasures Relationship Manager, you will play a key role in growing and deepening the wallet share of high net-worth clients and their families. Your primary responsibility will be to provide expert guidance on customized...

Job Title: Strategic Wealth AdvisorOverview: We are seeking an experienced wealth advisor to join our team. As a strategic wealth advisor, you will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.Responsibilities:Strategic Wealth Management: Develop and implement...

Job TitlePrivate Banking Credit Operations AnalystJob DescriptionWe are seeking a highly motivated individual to support our Private Banking business where we serve the complex wealth management needs of our ultra-high net worth clients across the world. As an Analyst in the Deals Specialist team, you will develop all-round expertise in credit...