Executive Director
6 days ago
We are seeking a seasoned Financial Services Professional to join our team. This is a key role in which you will be responsible for building and maintaining relationships with high net worth individuals, providing them with tailored investment solutions that meet their unique needs.
The ideal candidate will have a proven track record of success in the financial services industry, with a strong understanding of financial products across asset classes. They will also possess excellent communication and client management skills, with the ability to build trust and rapport with clients.
- Key Responsibilities:
- Develop and implement tailored investment strategies for high net worth individuals.
- Build and maintain relationships with clients through regular communication and updates.
- Stay up-to-date with market trends and regulations impacting client portfolios.
- Collaborate with internal teams to deliver compliant and effective investment advice.
Requirements:
- Graduate or postgraduate degree in any discipline.
- At least 36 years of experience in financial services or handling high net worth individual relationships.
- Strong knowledge of financial products across asset classes.
- Excellent networking, communication, and client management skills.
Preferred Skills:
- Financial planning and analysis.
- Investment management.
- Portfolio optimization.
- Client relationship management.
About Us:
We are a leading talent consulting firm that provides expert recruitment services to companies across various industries.
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