Actively prospect, acquire, and nurture relationships with high-net-worth clients, understanding their comprehensive financial objectives.
Develop and implement personalized wealth strategies, including investment advisory, discretionary portfolio management, structured products, and private market opportunities.
Coordinate cross-border wealth management solutions, leveraging KGI's integrated financial services across capital markets, private equity, insurance, and structured solutions.
Engage in proactive client servicing, anticipating client needs and delivering exceptional service standards.
Ensure compliance with regulatory standards, internal policies, and KGI's risk management frameworks.
Contribute to business development strategies, market insights, and enhancement of KGI's wealth management offerings.
Any other ad-hoc responsibilities assigned.
Requirements
Bachelor's degree, preferably in Finance, Economics, Business Administration, or related fields.
Minimum of 5 years experience in wealth management, private banking, or similar advisory roles, demonstrating consistent performance in client relationship management.
Proven track record of acquiring and managing HNWI/UHNWI client portfolios.
Strong understanding of global financial markets, investment solutions, and wealth advisory practices.
Excellent interpersonal, communication, and presentation skills.
Strong ethics, integrity, and adherence to compliance standards.
