Executive Director – Private Wealth
7 days 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.
- 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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