Senior Wealth Manager
Core
Senior Wealth Manager responsible for holistic wealth management, including asset management, deposits, and private financing, serving high-intensity private and entrepreneur clients.
Role type
Senior Wealth Manager
Builds
Wealth management services and financial products for private and entrepreneur clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Asset management, private financing, sales techniques, client acquisition, network building, digital banking enablement, presentation skills
Preferred skills
CFP qualification, Private Equity knowledge, real estate structuring
Technologies
MS Office
Responsibilities
Advise assigned high-complexity clients on asset management, deposits, and private financing; acquire new clients; build and maintain internal and external networks; support clients in using digital banking offerings; collaborate with corporate banking teams on acquisition opportunities.
Seniority
Senior, hands-on IC