High Net Worth Client Advisor
6 days ago
This role offers a leadership opportunity to drive business growth and develop your skills in portfolio management, business development, and risk management. As a member of our dynamic team, you will have the chance to work closely with clients and stakeholders to understand their unique needs and develop tailored solutions to meet those needs.
About the Position
As a High Net Worth Client Advisor, you will be responsible for managing a portfolio of high net worth clients, trusts, investment holding companies, and businesses. Your expertise in portfolio management and business development will enable us to deliver exceptional results and build long-term relationships with our clients.
Requirements:
- Strong leadership and interpersonal skills
- Extensive experience in portfolio management and business development
- Ability to manage risks and ensure compliance with regulatory requirements
- Bachelor`s Degrees and Advanced Diplomas: Business, Commerce, and Management Studies (Required)
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