
Elite Client Portfolio Manager
2 days ago
This position offers an exciting opportunity to manage and grow relationships with high net worth individuals, providing personalized wealth management solutions.
Key Responsibilities:- Develop and execute a comprehensive sales strategy to expand business with ultra-high net worth clients.
- Build strong relationships with clients, understand their financial goals, and position our services as optimal solutions.
- Drive the acquisition of new clients and growth of existing portfolios.
- Provide expert guidance on portfolio construction and diversification, and offer tailored investment strategies.
- Minimum 5 years of experience in wealth management or related field.
- Proven track record in selling large portfolios and managing high-value relationships.
- Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and stock market investments.
Skills & Competencies:
- Strong sales and business development skills.
- Excellent communication, negotiation, and interpersonal skills.
- Leadership skills, with experience in managing and mentoring a team.
Personal Attributes:
- Client-focused with a high level of professionalism and integrity.
- Self-motivated, results-driven, and capable of operating independently.
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