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