Wealth Management Director

Job Summary:

We are seeking a highly skilled Wealth Management Director to lead our team in delivering exceptional client experiences and driving business growth.

Key Responsibilities:

• Client Acquisition & Business Development:

• Develop and execute strategies to acquire new high net worth clients, identifying opportunities for tailored wealth management solutions.
• Promote and sell large portfolios, including PMS, AIF, bonds, mutual funds, and other investment products, leveraging expertise in financial markets.
• BUILD STRONG RELATIONSHIPS WITH CLIENTS, UNDERSTANDING THEIR GOALS AND POSITIONING OUR OFFERINGS AS OPTIMAL SOLUTIONS.
• Manage the sales process for large-ticket AIF investments, ensuring timely solutions to client queries and concerns.

• Client Relationship Management:

• Serve as primary contact for UHNW clients, ensuring exceptional experience across all touchpoints and fostering long-term relationships.
• Regularly meet clients to review portfolios and suggest adjustments, providing expert guidance on risk management strategies and portfolio diversification.
• Cross-sell financial products to existing clients, leveraging knowledge of various financial products and investment strategies.

• Team Leadership & Expansion:

• Develop, mentor, and manage a high-performing team of relationship managers and client servicing professionals, fostering a collaborative team culture.
• Actively recruit and onboard additional team members to expand the PCG desk, ensuring clear performance goals and objectives.

• Investment Product Expertise:

• Maintain in-depth understanding of various financial products, such as PMS, AIFs, bonds, and mutual funds, staying updated with stock market developments and trading strategies.
• Have hands-on experience with stock market trading, including algorithmic trading, and guide clients on risk management strategies and portfolio diversification.

• Sales & Performance Metrics:

• Set and achieve sales targets for bringing in new business and expanding existing client portfolios, tracking and reporting sales performance and client acquisition metrics.
• Analyze market trends and competitor offerings to identify new business opportunities, driving business growth in a competitive market.

• Compliance & Risk Management:

• Ensure client dealings and financial transactions comply with regulatory requirements and internal policies, working closely with the compliance team.
• Ensure the team is aligned with risk management protocols, maintaining a strong focus on compliance and risk mitigation.

• Experience:

• Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a proven track record in selling large portfolios and managing high-value relationships.
• Expertise in various financial products and experience with stock market investments and algo trading, with a strong analytical and problem-solving ability.

• Educational Background:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field, with additional certifications such as CFA, CFP, or equivalent being an advantage.

• Skills & Competencies:

• Strong sales and business development skills, with in-depth knowledge of wealth management products and investment strategies.
• Exceptional communication, negotiation, and interpersonal skills, with leadership skills and experience in managing, mentoring, and motivating a team.
• Ability to work under pressure and meet sales and business growth targets, with a self-motivated and results-driven approach.

• Personal Attributes:

• Client-focused with a high level of professionalism and integrity, with a strong entrepreneurial mindset and ability to drive business growth.
• Self-motivated, results-driven, and capable of operating independently as well as part of a team, with a strong ability to adapt to changing market conditions.

About Us:

We offer a dynamic and challenging work environment that fosters professional growth and development. Our team is dedicated to delivering exceptional client experiences and driving business growth through innovative strategies and expert advice.