The role involves acquiring high-net-worth clients and managing their assets to achieve growth in assets under management
Job Summary
The role involves acquiring high-net-worth clients and managing their assets to achieve growth in assets under management.
Candidates will serve as the primary contact for wealthy clients, providing customized financial solutions and investment strategies tailored to their risk tolerance.
Responsibilities include comprehensive financial planning covering trust services, philanthropic planning, and estate planning while ensuring strict regulatory compliance.
Matching Summary
Match Score: 85
The role involves acquiring high-net-worth clients and managing their assets to achieve growth in assets under management.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
High-net-worth client acquisition
Asset under management growth
Investment strategy development
Financial planning and trust services
Regulatory compliance adherence
Nice-to-have
Exceptional communication skills
Strong financial acumen
Fast learner capability
Independent work style
Sales and interpersonal skills
Key Requirements
Bachelor's degree in Finance, Accounting, Economics, or Business
Proven experience in client management or relationship banking