
Playing Captain
23 hours ago
Role & responsibilities
- Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions.
- Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction.
- Collaborate with product, research, and investment teams to offer holistic wealth management solutions.
- Identify market opportunities and support regional business development initiatives.
Preferred candidate profile
1.. Strong leadership capabilities with the ability to motivate and mentor a team.
2.Proven track record of managing HNW or UHNW client relationships.
3. In-depth knowledge of investment products, wealth planning strategies, and regulatory norms.
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