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Private Wealth Management, Director

Fresher
  • Posted 8 days ago
  • Be among the first 10 applicants

Job Description

about the job.

Manage and expand a high-net-worth wealth advisory portfolio by delivering customized investment, risk, and structural strategies for regional and international clients.

  • Drive business growth by identifying, acquiring, and converting prospective high-net-worth individual and institutional client accounts.

  • Oversee private client portfolios, creating tailored strategies aligned with asset protection, risk parameters, and long-term objectives.

  • Partner with internal subject matter experts to integrate tax efficiency, estate planning, and risk mitigation solutions.

  • Direct multi-disciplinary advisory teams while ensuring all activities comply with stringent regulatory frameworks.

  • Represent the organization across regional networks to expand brand presence and mentor team members.

skills and experience required.

  • Proven track record in managing private wealth client relationships and driving fee-based assets under management.

  • Extensive experience in private banking or wealth advisory serving high-net-worth and ultra-high-net-worth individuals.

  • Deep knowledge of multi-asset portfolio construction, asset allocation, and cross-border financial structures.

  • Strong familiarity with regional wealth regulations, estate planning, and risk management frameworks.

  • Degree in Finance, Economics, or Business, with professional credentials such as CFA, CFP, STEP, or CPA highly regarded.

Please click on the apply button to apply online. (EA: 94C3609/ R21103354)

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About Company

Job ID: 152012351

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