Regional Wealth Management Expert
1 week ago
We are a fast-expanding Global Financial Institution partnering with Polymath Search to find a seasoned professional for our regional client solutions team.
The successful candidate will be a senior member of the team, helping develop the business strategy with a focus on wealth management.
As a key contributor, you will be responsible for:
- Developing business strategies with a focus on wealth management.
- Fostering deep relationships with clients and prospects to build a strong pipeline of potential clients.
- Providing market insights to educate clients on private markets and alternative investment products.
Requirements:
- Strong academic background in a relevant field.
- Over 16 years of experience in asset or wealth management, with a proven track record in client relationship development and management.
- Must hold an SFC license as a representative for Type 1 and 4 activities.
- Significant experience in marketing private markets and alternative investment funds to the private wealth sector.
- Entrepreneurial mindset with exceptional problem-solving and analytical abilities.
- Outstanding presentation, verbal, and written communication skills.
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