Wealth Management Executive

We are seeking an experienced and dynamic Wealth Management Executive to lead our Premier Client Group Desk. The ideal candidate will have a thorough understanding of financial products, including PMS, AIF, bonds, mutual funds, and stock market offerings.

• Drive the acquisition of Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs), creating tailored wealth management strategies to meet their unique financial needs.
• Promote and sell large portfolios, including PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.
• Build relationships with clients, understand their financial goals, and position our offerings as optimal solutions to their needs.
• Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.
• Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.

• Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.
• Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
• Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.
• Cross-sell a wide range of financial products (PMS, AIF, bonds, mutual funds, etc.) to existing clients, maximizing business opportunities.

• Develop, mentor, and manage a high-performing team of relationship managers, client servicing professionals, and other staff members.
• Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service and meets client expectations.
• Actively recruit and onboard additional team members to expand the PCG desk and scale the business.
• Set clear performance goals for team members and provide regular coaching and development opportunities.

• Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
• Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.
• Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Additional certifications such as CFA, CFP, or equivalent are an advantage.
• Strong sales and business development skills, with a proven ability to build relationships and drive revenue.
• In-depth knowledge of wealth management products, investment strategies, and market dynamics.
• Hands-on experience with stock market trading and understanding of algorithmic trading strategies.
• Exceptional communication, negotiation, and interpersonal skills, with the ability to build trust with clients.
• Leadership skills, with experience in managing, mentoring, and motivating a team.
• Strong analytical and problem-solving abilities, capable of understanding complex client needs and providing tailored financial solutions.

To be successful in this role, you must have excellent leadership skills, a strong sales background, and a deep understanding of financial markets and products.

This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our Premier Client Group.

We offer a competitive compensation package, professional development opportunities, and a chance to work with a talented team.