Private Wealth Advisor Opportunity
The successful candidate will drive growth in high-net-worth (HNW) client acquisition, collaborating with senior investment professionals to deliver tailored investment solutions.
This permanent opportunity presents a chance to excel in the financial industry, requiring proven experience in building deep client relationships in the HNW/UHNW sector and a track record of successful client acquisition and business development.
Key Responsibilities:
1. Establish and maintain strong relationships with high-net-worth clients to deliver holistic banking, wealth, and investment solutions.
2. Collaborate effectively with cross-functional teams to develop and execute strategies for client acquisition and retention.
3. Develop and maintain comprehensive knowledge of market trends, regulatory requirements, and competitor activity to stay ahead in the industry.
4. Contribute to business growth by identifying and pursuing new opportunities for client engagement and revenue generation.
5. Work closely with compliance and risk management teams to ensure adherence to regulatory requirements and company policies.
Requirements:
* Proven expertise in delivering high-quality investment advice and guidance to private clients.
* Strong analytical and problem-solving skills, with the ability to analyze complex data and make informed recommendations.
* Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, colleagues, and other stakeholders.
* Ability to work effectively in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
* Sound knowledge of risk management principles and regulatory requirements, including anti-money laundering (AML) and know-your-customer (KYC) obligations.
What You Need to Succeed:
* A Bachelor's degree in Finance, Economics, or a related field.
* Minimum 5 years of experience in private wealth management, investment advisory, or a related field.
* Relevant certifications, such as CFA or CAIA, are an asset.
How to Apply:
Interested candidates should submit their application, including their resume and a cover letter outlining their qualifications and experience. Please confirm your eligibility to work in the country to which you are applying.