Key Responsibilities:

• Develop, manage, and deepen long-term client relationships by leveraging professional networks and delivering exceptional service across all facets of wealth management.
• Partner closely with product specialists and internal teams to propose, execute, and deliver tailored investment and wealth solutions that align with each client’s unique objectives.
• Serve as a trusted advisor, providing clients with strategic market insights, portfolio updates, and investment opportunities across asset classes, while proactively identifying new business opportunities.
• Ensure seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and coordination of client meetings and transactions.
• Collaborate with cross-functional teams to ensure compliance with regulatory requirements, risk management protocols, and internal policies, maintaining the highest standards of integrity.
• Monitor and report on client portfolios, Assets Under Management (AUM), and revenue performance using internal systems, supporting data-driven decision-making.
• Drive business growth by expanding the client base through networking, cross-selling opportunities, and delivering holistic family wealth management solutions.

Required Qualifications & Skills:

• Bachelor’s degree or equivalent, with a minimum of 12 years’ experience in wealth management and proven expertise in client and stakeholder management.
• Strong communication skills (oral and written), with the ability to engage and influence clients and internal partners effectively.
• Demonstrated organizational and prioritization skills, operating with high integrity and risk awareness.
• Collaborative team player, comfortable working across diverse business functions and reporting to senior management.

Preferred Qualifications & Skills:

• Prior experience in a wealth management or private banking firm, with direct client coverage in investment advisory and relationship management.
• Solid understanding of private banking regulatory and control environments, with the ability to manage accounts in accordance with industry standards.