Private Wealth Relationship Manager

Private Wealth Relationship Manager

Permanent, Full time opportunity with a global NYSE listed brand

Seeking a high-caliber professional to expand a brand's footprint within the High-Net-Worth (HNW) and Family Office segments. You will be responsible for driving growth through strategic prospecting and delivering sophisticated investment solutions.

Key Responsibilities

• Client Acquisition: Prospect and manage relationships with HNWIs, private investment firms, and family offices.
• Strategic Growth: Execute business development initiatives via direct prospecting, referral channels, and exclusive events.
• Product Expertise: Master the platform's suite of products to provide tailored trading and investment solutions.
• Platform Evolution: Advocate for internal platform and product enhancements to meet the evolving needs of private wealth clients.
• Sales Excellence: Operate independently to exceed sales targets while collaborating within a high-performance team.
• Retention: Build enduring partnerships to ensure long-term client loyalty.

Requirements

• Experience: 5+ years in BD/Wealth Management focusing on HNWIs or Family Offices.
• Advisory Skills: Proven track record in asset allocation and investment advising.
• Market Knowledge: Deep understanding of multi-asset classes (Equities, Futures, Options) and wealth products.
• Attributes: Self-driven hunter mentality, fast learner, and effective communicator.
• Credentials: CFA/FRM or related financial certifications are a huge advantage, but not a requirement.

Salient Talent Pte. Ltd.

EA # 24S2636