Wealth Management Expert
1 month ago
We are seeking a seasoned Wealth Management Expert to join our team as a Private Banker. In this role, you will be responsible for delivering exceptional client experiences and building long-term relationships with high net worth individuals.
Job DescriptionThe successful candidate will have a proven track record of success in wealth management, with at least 8 years of experience in investment advice and portfolio management. You will be expected to possess strong analytical skills, excellent communication and interpersonal skills, and the ability to work effectively in a team environment.
Your key responsibilities will include:
- Acting as the central point of contact for clients' investment needs and providing strategic advice on portfolio construction and asset allocation.
- Partnering with Relationship Managers to serve clients across a defined portfolio and delivering holistic portfolio solutions.
- Serving as a strategic advisor to clients on their overall investment portfolios and driving portfolio construction and asset allocation activities.
- Assessing clients' risk appetite and ensuring that portfolios are built and overseen accordingly.
- Executing all investment trades and conducting portfolio reviews with assigned clients and relevant internal partners.
You will also be responsible for owning the suitability and appropriateness of all investments for clients, ensuring that all corresponding checks are performed, and collaborating closely with key internal partners to deliver the firm's best capabilities and solutions.
RequirementsTo be successful in this role, you will need to possess:
- A minimum of 8 years of relevant investment experience, with at least 5 years in wealth management.
- Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs.
- Fluent delivery of a capital market outlook from both an investment strategist's view and a manager's view.
- Evidence of past success in building a business by attracting assets through the ability to quickly gain client confidence.
We offer a competitive salary of $120,000 per year, plus a range of benefits including flexible working arrangements, coaching and support from experts, a culture of continuous learning, and a range of flexible benefits that you can tailor to suit your needs.
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