High Net Worth Product Specialist

Wealth Management Specialist Job Description Job Purpose: Responsible for managing and growing clients' wealth through optimization of risk, return, and liquidity.Our team is looking for a skilled Wealth Management Specialist to join our ranks. As a key member of our team, you will be responsible for providing top-notch financial advice and guidance to...

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...

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 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...

About the RoleAs a key team member, you will be responsible for managing all high net worth submissions assessed by our department.You will ensure quality and turnaround time targets are met, with a focus on delivering excellent results.Key ResponsibilitiesProcess all high net worth submissions efficiently and accurately.Verify completeness and accuracy of...

As a strategic partner for high-net-worth individuals, you will deliver comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, you will proactively anticipate client needs, crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex...

We are seeking a professional to develop training curriculum materials for high net worth products, upskilling knowledge and skills.Key responsibilities include:Developing educational content on high net worth topicsProviding effective training sessions for various distribution channelsThis role requires a highly skilled communicator who can deliver...

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...

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...

About This RoleAs an Underwriting Specialist, you will play a crucial role in providing expert support to our clients by assessing and managing risks associated with high net worth products. Your primary responsibility will be to conduct thorough underwriting due diligence on new applications, ensuring that all prescribed guidelines are met.This involves...