SVP - Wealth Management - Banking

- Individual Contributor Wealth Head

- The ideal candidate will be responsible for managing and growing the wealth of high-net-worth individuals. This role requires a deep understanding of financial markets, investment strategies, and client relationship management.

Key Responsibilities:

Wealth Management:

- Develop and implement tailored wealth management strategies for high-net-worth individuals.

- Provide comprehensive financial planning and investment advice to clients.

- Monitor and adjust investment portfolios to achieve client objectives and mitigate risk.

- Stay abreast of market trends, economic developments, and regulatory changes to optimize client outcomes.

Client Relationship Management:

- Cultivate and maintain strong relationships with clients, acting as their trusted advisor.

- Understand clients' financial goals, risk tolerance, and preferences to deliver personalized wealth management solutions.

- Regularly communicate with clients to provide updates on their portfolios and address any concerns or questions.

Business Development:

- Identify opportunities to grow the client base and assets under management.

- Proactively seek referrals from existing clients and network to expand business opportunities.

Compliance and Risk Management:

- Ensure compliance with relevant regulations and internal policies.

- Conduct thorough due diligence on investment products and service providers to mitigate risks.

- Maintain accurate and up-to-date client records and documentation.