Wealth Manager (HNW Clients)

Role Overview

We are seeking a driven and client-focused Wealth Manager to build, manage, and deepen relationships with affluent and high-net-worth clients. You will provide personalised wealth management solutions based on each client’s financial goals, risk profile, and long-term priorities.

The ideal candidate possesses strong relationship-building skills, sound financial knowledge, and a genuine passion for helping clients grow, protect, and preserve their wealth.

Key Responsibilities

• Build and maintain trusted, long-term relationships with affluent and high-net-worth clients.
• Conduct comprehensive financial needs analyses to understand clients’ financial objectives, risk appetite, family priorities, and long-term wealth goals.
• Develop and recommend tailored solutions for wealth accumulation, investment planning, asset protection, retirement, and legacy planning.
• Manage and review client portfolios regularly, providing timely recommendations based on portfolio performance, market developments, and changing client needs.
• Keep clients informed of relevant financial market trends, investment opportunities, and potential risks.
• Identify and acquire new affluent and high-net-worth clients through networking, referrals, prospecting, and relationship-building activities.
• Deepen existing client relationships by identifying additional financial needs and suitable wealth management opportunities.
• Analyse market trends, competitor offerings, and client segments to support business development initiatives.
• Deliver a high standard of client service while maintaining professionalism, confidentiality, and discretion.
• Ensure all client recommendations, documentation, and activities comply with relevant regulatory requirements and internal policies.
• Achieve individual business and performance targets while maintaining strong client satisfaction and service quality.

Requirements

• Bachelor’s degree or local polytechnic diploma.
• Experience in wealth management, private banking, relationship management, financial services, or a client-facing sales role is preferred.
• Good understanding of financial markets, investment products, and wealth management concepts.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication, presentation, and interpersonal abilities.
• Confident in engaging and building relationships with affluent and high-net-worth individuals.
• Proactive, client-focused, and results-driven.
• Strong networking, prospecting, and relationship-management capabilities.
• Ability to manage multiple client portfolios, work effectively under pressure, and meet deadlines.
• High level of integrity, professionalism, and discretion.