This role is ideal for a professional with a deep understanding of investment markets, asset allocation strategies, tax planning, and estate structuring.
Key Responsibilities:
- Develop and implement tailored wealth management strategies, integrating multi-asset investments, tax-efficient solutions, and estate planning.
- Construct and manage diverse investment portfolios, incorporating equities, fixed income, alternative assets, private equity, and structured products.
- Build and maintain long-term relationships with UHNWIs, family offices, corporate executives, and institutional clients, delivering personalised financial solutions.
- Provide expert guidance on succession planning, philanthropic strategies, and capital preservation, ensuring long-term financial sustainability for clients.
- Stay informed on global financial markets, regulatory developments, and tax structures, enabling clients to capitalise on emerging investment opportunities.
- Work closely with internal investment teams to deliver high-quality financial research, risk assessment, and portfolio optimisation strategies.
What We’re Looking For:
- Extensive experience in wealth management, private banking, or financial advisory, with a strong track record of managing UHNW and institutional client portfolios.
- Deep knowledge of investment markets, portfolio construction, risk management, and alternative asset classes.
- Proven expertise in tax planning, estate structuring, and intergenerational wealth transfer.
- Strong ability to cultivate and manage relationships with high-profile clients and key financial decision-makers.
- Excellent communication, negotiation, and problem-solving skills to deliver bespoke financial solutions that align with client objectives.
- A results-driven mindset with the ability to provide strategic wealth guidance and drive financial outcomes for clients.