Key Responsibilities
Wealth Management & Advisory
- Provide strategic oversight for the development and implementation of tailored wealth management solutions, including portfolio construction, estate planning, tax optimisation, and alternative investments.
- Conduct regular reviews of client portfolios to ensure alignment with financial goals, risk tolerance, and market conditions.
- Collaborate with internal and external experts to deliver holistic advice on investments, insurance, philanthropy, and succession planning.
- Ensure all advisory activities adhere to regulatory requirements and the firm’s ethical standards.
Client Relationship Management
- Build and maintain trusted relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
- Lead client onboarding processes, ensuring a seamless transition and clear understanding of services and expectations.
- Proactively address client queries, concerns, and feedback, delivering timely and effective solutions.
- Organise and lead regular client meetings, portfolio reviews, and educational sessions to foster engagement and loyalty.
Business Development & Growth
- Identify and pursue new business opportunities to expand the private wealth client base and increase assets under management.
- Develop and execute targeted marketing and networking initiatives to attract new clients and enhance the firm’s market presence.
- Leverage referrals, partnerships, and industry events to build a robust pipeline of potential clients.
- Collaborate with product and marketing teams to develop and promote innovative wealth management solutions.
Performance Monitoring & Reporting
- Establish and track key performance indicators (KPIs) for client portfolios, team activities, and business development efforts.
- Ensure the timely and accurate preparation of client reports, investment commentary, and regulatory disclosures.
- Analyse portfolio performance, client satisfaction data, and market trends to identify opportunities for improvement and innovation.
- Present business and performance updates to senior management and relevant committees.
Risk Management & Compliance
- Ensure all wealth management activities comply with relevant regulatory requirements, industry standards, and internal policies.
- Identify, assess, and mitigate risks associated with client portfolios, investment strategies, and market developments.
- Work closely with compliance, legal, and risk teams to address regulatory changes and uphold best practices.
- Foster a culture of compliance, transparency, and responsible investing within the team.
Qualifications & Experience
- Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s/CFA/CFP preferred).
- Minimum of 7 years’ experience in private wealth management, financial advisory, or related roles.
- Proven track record in managing high-net-worth client relationships and delivering tailored wealth solutions.
- Strong understanding of investment products, financial planning, and regulatory frameworks.
- Excellent communication, presentation, and interpersonal skills.
- Experience leading and developing high-performing teams.
Key Competencies
- Wealth Management & Advisory Expertise
- Leadership & Team Management
- Relationship Building & Client Focus
- Business Development & Growth Mindset
- Results Orientation & Accountability
- Risk Awareness & Compliance