Private Wealth Management, Director
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about the job.
Manage and expand a high-net-worth wealth advisory portfolio by delivering customized investment, risk, and structural strategies for regional and international clients.
Drive business growth by identifying, acquiring, and converting prospective high-net-worth individual and institutional client accounts.
Oversee private client portfolios, creating tailored strategies aligned with asset protection, risk parameters, and long-term objectives.
Partner with internal subject matter experts to integrate tax efficiency, estate planning, and risk mitigation solutions.
Direct multi-disciplinary advisory teams while ensuring all activities comply with stringent regulatory frameworks.
Represent the organization across regional networks to expand brand presence and mentor team members.
skills and experience required.
Proven track record in managing private wealth client relationships and driving fee-based assets under management.
Extensive experience in private banking or wealth advisory serving high-net-worth and ultra-high-net-worth individuals.
Deep knowledge of multi-asset portfolio construction, asset allocation, and cross-border financial structures.
Strong familiarity with regional wealth regulations, estate planning, and risk management frameworks.
Degree in Finance, Economics, or Business, with professional credentials such as CFA, CFP, STEP, or CPA highly regarded.
Please click on the apply button to apply online. (EA: 94C3609/ R21103354)
Job ID: 152012351
Skills:
risk management, second-line accountability models, ACAMS qualification, ethics and compliance, governance frameworks
Skills:
Risk assessments, Professional certifications such as CAMS or CFE, Financial crime risk management frameworks, AML CTF regulatory knowledge, Stakeholder Management
Skills:
analytical capability , Influencing Skills, risk assessments, financial crime risk management frameworks, risk mitigation outcomes, collaboration across business risk and control functions, regulatory change, professional certifications such as CAMS or CFE, Stakeholder Management, remediation initiatives, tertiary qualifications in Business Law Risk or a related discipline, embedding risk frameworks, designing and evaluating controls, AML CTF regulatory knowledge
Skills:
risk management, second-line accountability models, ACAMS qualification, ethics and compliance, governance frameworks
Skills:
Aml, Transaction Banking, Financial Institutions coverage, Kyc, FX automation, real-time payments, USD clearing, risk management frameworks
