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Role / Responsibilities:
. Portfolio Management on a Discretionary and Advisory basis
. Setting up of dedicated funds, etc., Family Office
. Legacy Planning
. Trust and Fiduciary Services, etc
. Ensure coverage of all relationships through client engagement, risk profiling and financial planning
. Demonstrate an in-depth understanding of clients business and source of wealth generation
Requirements:
. Possess at least a Professional Degree or Master, Finance/Accountancy/Banking or equivalent with working
experience in the related field is required for this position.
. At least 5 years of solid Private Banking/Wealth Management experience in supporting HNWI
. Highly competent in Private Banking/Wealth Management Products, Rules and Regulations and up to date with
the current Macro Economics and Financial Markets landscape
. AUM book size of minimum USD 100 to 200 mio
. Solid track record in asset development, asset growth and revenue generation
Job ID: 136189325