Wealth Advisor

The Wealth Advisor will be responsible for identifying, acquiring, and managing relationships with high-net-worth individuals and affluent clients. This role requires a strong understanding of wealth management and financial planning. The ideal candidate will be proactive in seeking new business opportunities while maintaining and nurturing existing client relationships.

Key Responsibilities:

- Client Acquisition: Proactively seek out and engage high-net-worth individuals and affluent clients through networking, referrals, and targeted marketing efforts

- Relationship Management: Develop and maintain strong, long-term relationships with clients by providing personalized service and financial advice tailored to their unique needs and goals

- Financial Planning & Investment Strategy: Work closely with the Portfolio Manager to conduct thorough assessments of clients' financial situations, ensuring a holistic view of their assets, liabilities, and financial goals, risk tolerance

- Market Awareness: Stay updated on market trends, economic conditions, and financial

products

- Collaboration: Work closely with internal teams, to ensure a cohesive approach to client management and service delivery

- Compliance: Ensure all client interactions and transactions comply with regulatory standards and company policies

- Additional Duties: Undertake other responsibilities and projects as assigned by the WM Director.

- Degree in finance, economics, management, or related field - Minimum of 5 years of experience in wealth management, financial advisory, banking or a related field  - Strong understanding of HNWI and affluent clients’ insights - Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients - Self-motivated, results-oriented, and capable of working independently as well as part of a team  - Relevant certifications (e.g., Securities Broker and Investment Consultant…) are preferred.