Manager, Private Wealth
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
- Assets and Revenue growth: Drive asset and revenue growth through new client acquisition client retention and share of wallet expansion; delivering customized solutions in financial planning investment management securities brokerage and estate planning.
- Client Relationship Management: Serve as a trusted wealth advisor managing and growing a portfolio of high-net-worth clients by delivering tailored investment brokerage and estate planning solutions. The ideal candidate must also conduct regular client reviews and ensure satisfaction and long-term engagement.
- Team Leadership & Performance:
- Lead coach and supervise a high performing team of wealth and relationship focused managers.
- Set performance targets and foster a culture of individual and team accountability and client-centricity
- Drive internal training and performance reviews to strengthen expertise in investment advisory wealth management and team professional development.
- Product & Portfolio Oversight o Ensure portfolios are aligned with client objectives risk appetite and regulatory requirements.
- Collaborate with product specialist teams to offer personalized wealth solutions.
- Guide the structuring of investment portfolios trusts estate plans and succession strategies
- Stay informed about market trends economic conditions and industry developments.
- Compliance & Risk Management: Maintain accurate and complete client records and ensure team compliance with internal policies and regulatory guidelines (e.g. KYC suitability documentation).
COMPETENCIES SKILLS & ABILITIES
- Deep knowledge of the HNW client landscape financial planning estate planning tax strategy and private trust structures.
- Strong sales and relationship management skills
- Strong interpersonal presentation and negotiation skills.
- Knowledge of investment and financial products
- High emotional intelligence and ability to build long term client relationships.
- Digital savvy with understanding of customer acquisition tools and platforms
- Analytical mindset with ability to interpret performance data
- Excellent communication and leadership skills
- Ability to manage performance and drive accountability
QUALIFICATION & EXPERIENCE
- Bachelors degree in finance Economics Business Administration or a related field.
- Professional certifications (e.g. CFA CFP CIS) are an added advantage.
- 10 years of experience in private wealth management private banking or wealth advisory roles.
- Proven ability to manage HNWI relationships and lead a successful client-facing team.
- Experience in structured financial services or relationship-based roles within sectors like banking or luxury services
Required Experience:
Manager
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Asset & Resource Management Company Limited (ARM) was founded in 1994 as an asset management firm.We provide a broad range of unique wealth creation services by offering traditional asset management services as well as alternative investments through our private funds business. ARM cu ... View more
