Job Description

Key Responsibilities:

You will:

• Primarily responsible for the conversion of existing client relationships to the Firm, to drive the influx of fresh AUM Deepen and expand the Firm’s
• client base by nurturing high-value relationships, leveraging personal networks, and positioning company as a preferred wealth partner.
• Communicate macro-economic and market developments and translate into actionable investment strategies for clients.
• Ensure client portfolios are aligned with both current opportunities and long-term financial objectives.
• Manage and grow client assets through proactive monitoring, retention strategies, and portfolio re-balancing.
• Deepen client wallet share for the Firm through professional and results oriented investment management.
• Represent company in exclusive client sessions, corporate briefings, and high-level industry forums, reinforcing the firm’s brand as a thought leader in wealth management.
• Adhere strictly to SEC, BSP, and IC requirements.
• Maintain the highest level of professional integrity and client confidentiality.

Qualifications and Requirements

• Bachelor’s Degree in Finance, Business, or a related field
• Minimum of 5 years of experience in private banking, asset management, or related fields; Minimum client relationship with at least an AUM of billions worth or its foreign currency equivalent.

Work Schedule: Early morning shift

Work Setup: Full Onsite (Mon - Fri)