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Job Description

• Develop and maintain relationships with HNW clients, providing tailored onshore and offshore banking solutions, expert advice on portfolio management, financial products, investment opportunities, and wealth structuring
• Acquire new clients by leveraging existing networks and engaging in targeted prospecting efforts
• Provide exceptional client service by ensuring the timely and accurate execution of transactions, responding to client inquiries, and addressing their financial goals
• Collaborate closely with the wealth management team, including the CIO team, Wealth Planning, and Family Office
• Monitor and optimize clients' investment portfolios, ensuring alignment with their investment objectives and defined strategies

Qualifications:

• Bachelor’s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field
• Minimum of 7 years of experience in Private Banking, Investment, or Wealth Management, preferably working with high-net-worth clients
• Experience in offshore investments or offshore work is an advantage
• Holder of investment and insurance licenses; CFP certification is a plus
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Fluent in spoken and written English
• Strong personality and interpersonal skills, with a passion for sales and service, hard-working, ambitious, and capable of delivering effective presentations

We're committed to bringing passion and customer focus to the business.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.