
Chief Investment Officer
20 hours ago
Job Role
We seek an experienced professional to manage Ultra High Net Worth Individuals (UHNWIs) and deliver personalized financial services.
Key Responsibilities
- Develop and execute strategies to acquire and manage UHNWIs by offering wealth management solutions including PMS, AIF, bonds, mutual funds, and stock market offerings.
- Drive business growth through effective sales leadership and team management.
- Maintain in-depth knowledge of financial products, trading strategies, and regulatory changes.
- Provide expert guidance on portfolio construction, diversification, and risk management.
Requirements
- 8+ years in wealth management, financial product distribution, or stock market sales with a focus on UHNWIs and HNWIs.
- Proven track record in selling large portfolios and managing high-value relationships.
- Expertise in PMS, AIF, bonds, mutual funds, and stock market investments.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
Essential Skills
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