Manages and oversees Private Wealth (PW) client accounts to ensure compliance with agreements, investment guidelines, and regulatory requirements. Acts as the primary liaison for clients, providing investment advice, executing transactions, and maintaining strong relationships with high-net-worth individuals.
Responsibilities
- Manage PW client accounts by ensuring adherence to account agreements, regulatory requirements, and internal policies; coordinate execution of client instructions including investments, trades, transfers, and administrative actions.
- Build and maintain strong client relationships through regular engagement, including periodic portfolio reviews and client visits; address and resolve client concerns and inquiries effectively.
- Provide investment advice and recommendations while collaborating with internal teams; act as alternate officer when needed and continuously enhance expertise through training and development.
Qualifications
- Bachelor's degree required; preferably with a Master's degree or advanced business studies.
- Preferably with experience in banking, wealth management, or related financial services.
- Strong knowledge of trust business, investments, securities, and financial markets.
