Private Wealth Manager

Job Summary The Private Wealth Manager will manage and grow a portfolio of High-Net-Worth Individuals (HNWIs) and institutional clients by delivering tailored investment solutions, driving Assets Under Management (AUM) growth, and building long-term client relationships. Key Responsibilities Build and maintain strong relationships with HNWI and institutional clients Provide tailored investment advice across multiple asset classes Identify and onboard new clients to drive AUM growth Monitor portfolio performance and provide regular client updates Coordinate with internal teams to execute client mandates Ensure compliance with regulatory requirements (KYC, AML, etc.) Stay updated on market trends and provide strategic insights Performance Metrics Growth in Assets Under Management (AUM) Client acquisition and retention Revenue generation Compliance adherence Key Requirements Bachelor’s degree in Finance, Economics, Business, or related field 5–10 years’ experience in wealth or asset management Proven experience managing HNWI or institutional portfolios Relevant certifications (CFA, CIS, SEC license) are an advantage Deep knowledge of financial markets and investment products Business development and sales acumen Core Competencies: Strong relationship management and communication skills Deep knowledge of financial markets and investment products Business development and sales skills High level of professionalism and ethical standards.