Responsibilities

• Oversee the end-to-end investment advisory process for Private Wealth clients to deepen engagement, broaden product usage, and grow recurring revenue.
• Lead portfolio construction and asset allocation for clients, acting as the key advisor to stakeholders involved in managing the portfolios.
• Work closely with relationship managers to evaluate client portfolios and demonstrate how adjustments can better align with recommended models.
• Drive sales of priority investment products by collaborating with IPB teams and identifying opportunities within their client books.
• Map out high-potential clients across Asia Pacific and develop targeted engagement strategies to build profitable, long-term relationships.

Requirements

• Relevant education in Banking, Business and Finance related discipline.
• Demonstrated experience in servicing HNW clients within thewealth management covering APAC, with strong proficiency in managing North Asian markets.
• CACS Papers 1 & 2
• Excellent communicator with good presentation skills.