
Career Opportunities in Wealth Management
3 days ago
We are seeking a skilled and experienced Senior Wealth Manager to join our team.
- About the Role:
- Manage relationships with high net worth individuals (HNIs) and family offices, providing expert advisory on investment products.
- Build and grow wealth management business through strategic partnerships and client acquisition.
- Represent the company at industry events, strengthening brand positioning and market presence.
Key Responsibilities:
- Client Acquisition & Relationship Management: Foster strong relationships with HNIs and family offices, identifying opportunities for growth and expansion.
- Investment Advisory & Product Distribution: Offer tailored investment solutions, including mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts.
- Business Growth & Strategy: Develop and implement long-term strategies to drive business growth, expand market share, and increase revenue.
- Market Positioning & Networking: Represent the company at industry conferences, seminars, and networking events, enhancing brand reputation and establishing thought leadership.
Requirements:
- 7-12 years of experience in wealth management, managing HNIs and family offices.
- Strong relationships with HNIs and family offices, with a proven track record of building and maintaining relationships.
- Expertise in wealth products, structured investments, and alternative asset classes.
- Proven ability to raise capital and manage large portfolios.
- Entrepreneurial mindset with interest in running a venture with equity participation.
- Experience in building and leading teams, with excellent communication and interpersonal skills.
What We Offer:
- A competitive salary and bonus structure.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
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