Executive Portfolio Manager
A prominent financial institution is seeking an Executive Portfolio Manager to oversee the growth and development of high-net-worth client portfolios. This role involves delivering personalized banking and wealth solutions while collaborating with various teams to ensure exceptional service.
The ideal candidate will possess a deep understanding of Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations, have a proven track record in client acquisition, and excel in building long-lasting relationships.
This opportunity presents a unique chance for an experienced professional to leverage their skills and expertise in managing complex client portfolios and driving business growth.
Key Responsibilities:
* Develop and implement customized portfolio management strategies to meet the diverse needs of high-net-worth clients.
* Collaborate with cross-functional teams to ensure seamless delivery of banking and wealth solutions.
* Maintain a deep understanding of AML/KYC regulations and ensure compliance in all aspects of portfolio management.
* Drive client acquisition and retention through exceptional relationship-building skills and personalized service.
What We Offer:
* A dynamic and supportive work environment that fosters growth and development.
* A competitive compensation package that reflects your skills and experience.
* Ongoing training and support to ensure you stay up-to-date with industry trends and best practices.