Job Summary:
We are seeking a highly motivated and client-focused Wealth Management professional to join our growing team. The successful candidate will be responsible for building, managing, and maintaining client relationships while providing tailored investment solutions, financial planning, and advisory services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).
Develop and maintain long-term relationships with clients, understand their financial needs, goals, and risk tolerance.
• Provide comprehensive wealth management services including investment advisory, estate planning, tax optimization, and retirement planning.
• Proactively manage and grow a book of business through client referrals, networking, and internal lead sources.
• Conduct portfolio reviews, asset allocation, and periodic performance reporting for clients.
• Collaborate with internal specialists (e.g., investment research, legal, tax advisors) to provide holistic solutions.
• Ensure compliance with regulatory requirements and internal policies.
• Maintain up-to-date knowledge of financial markets, products, and industry trends.