
Luxury Asset Manager
3 days ago
Job Description:
- We are seeking a seasoned professional to join our team as a Luxury Asset Manager.
- Your primary responsibility will be to build and maintain strong relationships with high-net-worth individuals, understanding their financial goals and objectives.
- You will provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
- You will conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
Key Responsibilities:
- To demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
- To educate clients on the features, benefits, and risks associated with various wealth management products.
- To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
- To identify new business opportunities and generate leads through networking and referrals.
- To drive business growth by effectively cross-selling wealth management products and services to existing clients.
- To conduct thorough due diligence on investment products and providers to mitigate risks.
- To maintain accurate records of client interactions and transactions in accordance with compliance standards.
Required Skills and Qualifications:
- Relevant experience of 12 - 18 years
- Strong understanding of wealth management products, including AIFs and PMS.
- Proven track record of building and managing relationships with high-net-worth individuals.
- Excellent communication, presentation, and negotiation skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Relevant regulatory certifications (e.g., AMFI, NISM)
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