
Executive Director
23 hours ago
An exciting and challenging opportunity to work within a fast-growing, boutique Private Wealth Management organization. The firm is seeking an experienced, highly motivated Private Wealth Manager. Private wealth management products and services are a key focus for this organization.
Role:
Responsible for acquiring HNWI clients and providing wealth management solutions.
A self-motivated, ambitious, and performance-driven individual who operates independently.
A team player with strong interpersonal, relationship-building, and communication skills to contribute to business initiatives and strategy.
Existing portfolio of UHNWI and HNWI clients preferred.
Extensive experience in private banking, private wealth offices, or investment boutiques.
Knowledge of Investment Advisory, Portfolio Reporting, and Financial Planning.
Experience managing UHNWI, Family Offices, and Trusts.
Daily activities include market development, client meetings, and networking with HNWI.
Skills:
10-15 years of wealth management experience in Australia and Singapore.
Strong relationship management and private banking background.
Dynamic, resourceful, and achievement-oriented.
Good understanding of financial products, services, and the impact of economic events on markets.
Knowledge of compliance and regulatory requirements.
Dedication and discretion are essential.
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