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Wealth Management Executive
2 months ago
About the Role:
We are seeking an experienced Wealth Management, Managing Director to join our team at Harbridge Partners. As a key member of our Private Banking and High Net Worth (PHNW) segment, you will be responsible for delivering premium service to our clients and their families.
Key Responsibilities:
- Client Service: Provide exceptional service to our private banking and PHNW clients, ensuring their needs are met and exceeded.
- Team Leadership: Coach and support your team in providing premium service to our clients, driving sales strategies, and achieving sales goals.
- Product Development: Manage projects in customized private banking product development and premium services to be offered to our clients.
- Business Partnerships: Build and maintain strong relationships with business partners, design and negotiate cost-effective solutions to meet our clients' needs.
- Risk Management: Offer professional advice and risk management solutions to our clients, including deposits, credit facilities, investment funds, bonds, life insurance, and trust services.
Requirements:
- Education: Degree or higher in Finance, Business, or related fields.
- Experience: At least 10 years of experience in Private Banking and PHNW segment, with proven leadership skills.
- Skills: Deliver premium service to private banking and PHNW clients, manage assets, coach and support teams, lead product development, build business partnerships, and offer risk management solutions.
What We Offer:
As a Wealth Management, Managing Director at Harbridge Partners, you will have the opportunity to work with a talented team, develop your skills, and contribute to the growth and success of our Private Banking and PHNW segment.
