- Esperienza
- 3+ yrs
- Stipendio
- USD 12,000 / month
- Aperture
- 1
- Pubblicato
- 2 ore fa
- Work mode
- In ufficio
- Eligibility
- Experienced professionals with a background in private wealth, relationship management, and business development in the HNWI or family office segment.
- Resume
- Required to apply
Where you'll work
Descrizione del lavoro
Opportunity
Join a private wealth team within a well-established financial services and investments company, supporting affluent clients and family offices as a dependable advisor. This position calls for a blend of market awareness and relationship-led consultation, with the goal of shaping financial plans that support capital appreciation and build lasting client trust.
Core Priorities
- Serve as the main point of contact for a premium portfolio of high-value accounts, maintaining strong service standards and accurate execution.
- Spot and pursue new business opportunities, bring in premium wealth partners, and contribute to assets under management growth.
- Design tailored, multi-asset portfolios aligned to each client’s risk profile and long-term wealth goals.
- Provide cross-asset market guidance across global equities, fixed income, futures, options, and structured products.
Candidate Profile
- At least 3 years of experience in relationship management and business development within the high-net-worth individual or family office space.
- Strong technical understanding of asset allocation and complex investment instruments.
- Commercially driven, entrepreneurial, and able to communicate with clarity and professionalism.
- CFA or FRM credentials will be considered an advantage.
Additional Information
Only candidates who are shortlisted will be contacted.
EA # 24S2636