An exciting and challenging new opportunity to work within a fast growing, boutique Private Wealth Management organization. The firm is looking for an experienced, highly motivated and hungry to succeed Private Wealth Manager. Private Wealth management products and services are one of the key focus areas for this organization.

Role:

• A position entrusted with task of acquiring HNWI customers and providing wealth management solutions.

• A self-motivated, go getter, ambitious and performance driven individual who operates independently

• A team player with well-developed interpersonal, relationship building and communication skills that can contribute to the overall business initiatives and strategy

• To have an existing portfolio that compromises of UHNWI and HNWI.

• Extensive experience within private banking, private wealth offices, investment boutiques

• Knowledge of Investment Advisory and Management, Consolidated Portfolio Reporting, Financial planning

• Extensive experience in managing UHNWI, Family Offices and Trusts.

• Day to Day activities include Market Development, Meeting People, and building a network of HNWI

Skills:

• At least 10 - 15 years of wealth management experience in Australia and Singapore.

• Extensive experience in Relationship Management and private banking.

• Dynamic, resourceful and highly achievement-oriented.

• Strong knowledge of financial products and services, with a good understanding of how economic events impact global markets.

• Good understanding of compliance and regulatory requirements of all products.

Dedication and Discretion is highly essential