Originate UHNW client relationships, grow assets under management, and strengthen client engagement in wealth management.
Originate UHNW client relationships, grow assets under management, and strengthen client engagement in wealth management.
Originate and onboard new UHNW clients
Identify and pursue opportunities across key markets
Develop and execute business development plans
Retain and grow client relationships
Achieve AUM growth and revenue targets
Represent firm at industry events and build professional networks
BSc Degree in Finance, Economics, Business, or related fields
10+ years experience in private banking, wealth management, or asset management
MBA, CFA, CISI, or CFP® preferred
Strong network of UHNW clients
Proven ability to grow revenue and manage complex client relationships
None
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