Key Responsibilities

• Acquire and manage private HNW / UHNW Clients;
• Establish, develop and maintain positive Client relationships;
• Provide investment advice and construct Client investment portfolios;
• Develop deep understanding of Clients' financial goals, risk tolerance and life circumstances.

Requirements

• Established and transferrable book of Clients;
• Bachelor’s degree in Finance, Business Administration, Economics or a related field;
• 5 years of experience in relationship management, private banking, or wealth advisory;
• Strong understanding of investment products, financial planning, and capital markets;
• Excellent communication, interpersonal, and problem-solving skills;
• Ability to manage multiple client relationships and deliver a high-touch service experience;
• Relevant certifications (e.g., CFP, CFA, CWM, or equivalent) are a plus.
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