Head - Private Wealth Management - Greenfield

Head of Private Wealth Management

Senior Executive Leadership Role of this iconic financial advisory firm

About Our Client :

An Exciting/ Challenging new Opportunity to work within a boutique wealth management firm. The firm is looking for an experienced, highly motivated and hungry to succeed Wealth Management Business Head.

Role:

- A Greenfield expert to kick start, help grow and drive the wealth management business, products and services

- A position entrusted with task of acquiring HNWI customers and selling 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.

- An advisor to the management as regards contribution to overall business initiatives and strategy.

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

- Extensive experience within investment banking, 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

- To build,motivate and drive BDMs and a sales team.

Skills

- At least 7 - 15 years of wealth management experience.

- Green field expertise.

- 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.