Posted By
Posted in
Banking & Finance
Job Code
1511789
We are looking for an experienced Global Wealth Manager - PCG to provide bespoke investment solutions and advisory-led Global wealth management services to High and Ultra High Net Worth Individuals (UHNWIs), Family Offices, and Institutional Clients.
The ideal candidate will have a global perspective on investments, a strong network of HNW/UHNW clients, and expertise in cross-border wealth structuring. The Candidate should have experience in Sales of PMs and AIF products.
Experience working with a Hedge Fund would be an advantage.
Key Responsibilities:
Client Acquisition & Relationship Management:
- Develop and manage a portfolio of global high-net-worth clients through proactive engagement.
- Build trusted relationships by offering personalized investment strategies aligned with client objectives.
- Expand business through referrals and strategic partnerships.
- Investment Advisory & Portfolio Management:
- Provide sophisticated investment strategies across global equities, fixed income, alternatives, and structured products.
- Curate diversified, risk-optimized portfolios tailored to clients' financial goals.
- Leverage research insights and macroeconomic trends to advise on market opportunities.
- Global Wealth Structuring & Estate Planning:
- Assist clients with offshore investments, tax-efficient structures, succession planning, and trust formation.
- Collaborate with legal and tax experts to offer comprehensive financial solutions.
- Cross-Border & Multi-Jurisdictional Advisory: - Stay updated on global regulations, tax treaties, and investment opportunities in multiple jurisdictions.
- Guide clients on international asset allocation strategies.
- Collaboration & Business Development: - Work closely with research teams, product specialists, and investment managers to enhance offerings.
- Represent the firm at industry conferences, networking events, and private investment forums.
Key Qualifications & Skills:
- Proven track record in managing HNW/UHNW clients in a global wealth management environment.
- Experienced in selling PMS and AIFs.
- Deep understanding of international investment products, asset allocation strategies, and financial planning.
- Strong grasp of alternative investments, structured products, and global tax regulations.
- Excellent client relationship skills, with a focus on long-term advisory and wealth preservation.
- Strategic mindset with the ability to build a book of business independently.
- Certifications such as CFA, CFP, or equivalent are a plus.
Why Join Us?
- Be part of a dynamic team driving advisory-led global wealth solutions.
- Work with a diverse client base across multiple geographies.
- Competitive compensation structure with performance-driven incentives.
- Opportunity to travel to our Global Offices in Dubai and Singapore.
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Posted By
Posted in
Banking & Finance
Job Code
1511789