Key Responsibilities:

• Originate, cultivate, and strengthen long-term client relationships by leveraging industry networks and consistently delivering best-in-class service across all dimensions of wealth management.

• Collaborate with product specialists and internal stakeholders to design, implement, and manage bespoke investment and wealth solutions tailored to each client’s financial objectives and risk profile.

• Act as a strategic advisor, providing clients with actionable market intelligence, portfolio reviews, and multi-asset investment opportunities, while proactively identifying and capitalizing on new business prospects.

• Oversee seamless client onboarding and ongoing relationship management, including KYC refreshes, suitability assessments, and the coordination of client meetings and transactional activities.

• Partner with cross-functional teams to ensure rigorous adherence to regulatory standards, risk management frameworks, and internal governance policies, upholding the highest levels of professional integrity.

• Monitor and analyze client portfolios, Assets Under Management (AUM), and revenue metrics using advanced internal systems to support data-driven business decisions.

• Drive commercial growth by expanding the client franchise through targeted networking, cross-selling initiatives, and the delivery of holistic family office solutions.

Required Qualifications & Skills:

• Bachelor’s degree or equivalent, with a minimum of 7 years’ experience in wealth management, demonstrating a proven track record in client acquisition and stakeholder engagement.

• Exceptional communication and interpersonal skills, with the ability to influence and build consensus among clients and internal partners.

• Strong organizational and prioritization capabilities, operating with a high degree of integrity and risk awareness.

• Collaborative team player, adept at working across multiple business lines and engaging with senior leadership.

Preferred Qualifications:

• Previous experience within a leading wealth management or private banking institution, with direct responsibility for client relationship management.

• In-depth knowledge of private banking regulatory frameworks and control environments, with demonstrated ability to manage client accounts in accordance with industry best practices.