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• Job Purpose

To supervise wealth management activities and client relationships, focusing on high-net-worth individuals (HNWIs) and affluent clients. The role is responsible for developing tailored financial and investment solutions, maintaining strong client relationships, supporting business development initiatives, and supervising team performance to achieve business targets while ensuring compliance with internal policies and regulatory requirements.

• Key Responsibilities

1. Supervise the management of high-net-worth client portfolios, ensuring high-quality service delivery and long-term client relationship development.
2. Identify clients’ financial needs, investment objectives, and risk profiles to recommend suitable wealth management solutions.
3. Develop and maintain strong relationships with key clients to enhance client satisfaction, retention, and portfolio growth.
4. Support business development activities by identifying new client acquisition opportunities and expanding the existing client portfolio.
5. Monitor portfolio performance and review investment opportunities to ensure alignment with clients’ objectives and business requirements.
6. Coordinate with internal stakeholders and relevant financial institutions to deliver tailored financial and investment solutions.
7. Supervise and guide the wealth management team, monitor performance, and support the achievement of individual and departmental targets.
8. Ensure compliance with applicable regulations, internal policies, confidentiality requirements, and established risk management procedures.
9. Prepare periodic reports on portfolio performance, client activity, business development, and team productivity, providing recommendations for improvement.
10. Monitor market trends and industry developments to identify potential opportunities and enhance wealth management services.

• Qualifications and Experience

1. Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
2. Experience: 5–8 years of relevant experience in wealth management, private banking, investment advisory, or relationship management, preferably including supervisory responsibilities.
3. Preferred Experience: Experience managing high-net-worth clients, investment portfolios, and tailored financial solutions.
4. Professional Certifications: Relevant certifications in wealth management, investment advisory, or financial planning are preferred.