Wealth Manager - Private Banking - HNI/UHNI

Job Title: Wealth Manager Private Banking

Department: Private Banking / Wealth Management

Reports To: Head of Private Banking / Wealth Management Director

Job Type: Full-time

Position Summary:

We are seeking a highly motivated and client-focused Wealth Manager to join our Private Banking team. The ideal candidate will be responsible for delivering holistic financial advice and wealth management solutions to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). The Wealth Manager will develop deep client relationships, manage investment portfolios, and offer tailored strategies to help clients preserve and grow their wealth.

Key Responsibilities:

Client Relationship Management:

- Serve as the primary point of contact for assigned HNW/UHNW clients.

- Build, maintain, and deepen long-term relationships based on trust, integrity, and performance.

Financial Planning & Advisory:

- Understand each clients financial goals, risk tolerance, and investment preferences.

- Provide customized advice on investment strategies, estate planning, tax optimization, retirement planning, and philanthropic giving.

Portfolio Management:

- Oversee and manage client portfolios in line with agreed objectives.

- Monitor market trends and proactively adjust asset allocations and product mixes.

- Collaborate with internal investment strategists and product teams to deliver best-in-class solutions.

Business Development:

- Identify new business opportunities within the existing client base and prospect new HNW/UHNW clients.

- Participate in marketing and networking initiatives, including client events and seminars.

Compliance & Risk Management:

- Ensure compliance with internal policies, regulatory requirements, and ethical standards.

- Perform due diligence and maintain accurate client documentation and reporting.

Qualifications & Skills:

- Bachelor's degree in Finance, Economics, Business Administration or related field (Masters or CFA preferred).

- Minimum 57 years of experience in private banking, wealth management, or financial advisory.

- Proven track record of managing high-value client relationships and delivering investment performance.

- Strong knowledge of financial instruments, portfolio theory, tax planning, and estate strategies.

- Excellent interpersonal, communication, and presentation skills.

- Regulatory licenses or certifications as required by jurisdiction (e.g., Series 7/66, SFC Type 4/9, etc.).