Wealth Manager

Responsibilities

• Onboard new clients and manage relationships with high-net-worth families
• Anticipate client needs and provide tailored solutions aligned with family goals
• Collaborate with investment, finance, and legal teams to deliver integrated wealth solutions
• Support families in decision-making regarding investments, estate planning, and governance
• Facilitate family meetings, reviews, and strategic discussions
• Ensure timely delivery of financial reports and investment updates
• Oversee client onboarding, documentation, and compliance processes
• Identify cross-selling opportunities for investment and lifestyle services
• Maintain strict confidentiality of family affairs and personal matters

Requirements

• 5–10 years of experience in private banking, wealth management, or family office services
• Essential experience dealing with HNI/UHNI clients
• Strong relationship management and interpersonal skills
• Understanding of wealth management, investments, and family governance
• High emotional intelligence, discretion, and trustworthiness

Preferred Qualifications

• MBA in Finance or Wealth Management
• Exposure to multi-generational family dynamics
• Experience with cross-border wealth planning

Benefits

• Competitive salary with performance-based bonuses
• Health, insurance, and lifestyle benefits
• Opportunity to work closely with ultra-high-net-worth families