Chief Financial Architect

Expert Financial Strategist Role OverviewWe are seeking a seasoned Financial Strategist to join our team of experienced professionals.Key Responsibilities:Develop and maintain strong relationships with High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients.Identify and pursue business opportunities through the existing client base and personal network.Deliver tailored investment solutions that cater to clients' specific needs and goals.Provide expert guidance on wealth preservation, growth, and succession planning.Collaborate with internal teams to ensure seamless service delivery and meet business targets.Required Skills and Qualifications:5–7 years of experience in financial management or wealth advisory services.Proven ability to build and manage strong client relationships.Personal database of HNW/UHNW clients and strong networking skills.In-depth knowledge of financial products, including mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), and structured products.Excellent communication, presentation, and interpersonal skills.Self-motivated, target-oriented, and entrepreneurial mindset.Benefits:This role offers a unique opportunity to work with a prestigious organization and contribute to the growth and success of our clients. As a Financial Strategist, you will have access to cutting-edge tools, resources, and training programs to enhance your skills and knowledge.Others:In addition to the above responsibilities and qualifications, we are looking for individuals who possess a passion for delivering exceptional client experiences and driving business growth. If you are a results-driven professional with a strong track record of achievement, we encourage you to apply for this exciting opportunity.