Private Wealth Director

Our client, a leading global investment management firm, is seeking a Private Wealth Director to join their team.

about the job

In this Private Wealth Director role, your main responsibilities include:

• Prospect and engage qualified leads to secure high net worth clients.
• Assess prospective clients’ financial objectives and investment requirements to propose appropriate wealth management solutions.
• Introduce the firm’s investment offerings and clearly communicate the firm’s investment approach.
• Own the full sales cycle, from first engagement to successful client conversion.
• Build and sustain strong client relationships to promote long-term engagement and client satisfaction.

skills and experience required

• Minimum degree in any discipline.
• Demonstrated sales success, with at least 5 years of experience supporting high net worth clients, would be advantageous.
• Strong communication, presentation, and consultative selling capabilities.
• Sound understanding of investment products and wealth management solutions.

.We regret to inform you that only shortlisted applicants will be notified.

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / [HIDDEN TEXT] for a confidential discussion.

Reenie Ng Yan Ching | R2198716 | EA: 91C2918 | Adecco Personnel Pte Ltd