
AI-Powered Investment Strategist
3 hours ago
At a leading wealth management firm, we're building AI-powered investment solutions for discerning individuals.
Our focus is on delivering personalized financial experiences through cutting-edge technology and expert guidance.
Key Responsibilities:- Develop and execute business development strategies to drive revenue growth and expand client relationships.
- Oversee the end-to-end client journey, ensuring seamless sales, onboarding, portfolio discussions, and relationship building processes.
- Communicate investment strategies effectively, highlighting our expertise in hyper-personalization, goal-focused, and quant & AI-driven approaches.
- Cultivate structured client feedback and collaborate with cross-functional teams to inform product direction.
- Leverage modern tools and technologies to enhance productivity and efficiency.
- Experience: 5+ years in wealth management, PMS/AIF advisory, or private banking.
- Education: Strong academic background from premier institutions and willingness to pursue professional certifications.
- Network: Proven track record of managing high net worth individual (HNI) and ultra high net worth individual (UHNI) relationships, particularly with younger or tech-savvy clients.
- Mindset: AI-native productivity, end-to-end ownership, and bias toward action.
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