About the Role
Create diversified investment portfolios for high net worth and corporate clients. Develop focused and sustainable investment growth strategies that meet regulatory and compliance obligations.
Key Responsibilities
* Implement comprehensive investment plans for clients
* Drive business development initiatives to grow organic AUM across existing clients
* Collaborate with the Direct Clients team to enhance client relationships and expand market presence
Requirements
* 5+ years of relevant experience post-qualification, preferably in wealth management or a related field
* Proven track record in acquiring new business, sales, and relationship management
* In-depth understanding of investment markets, products, and regulatory frameworks
* QFA qualification; CFP/CFA certification or working towards an advantage
What We Offer
* Opportunities for professional growth and development
* Competitive compensation and benefits package
* Collaborative work environment with a dynamic team