VP, Private Wealth Management
Core
Manage relationships with affluent and high-net-worth clients to deliver comprehensive wealth advisory services including investments, insurance, deposits, FX, structured products, and estate planning.
Role type
VP, Private Wealth Management
Builds
Tailored wealth management strategies and holistic financial solutions for high-net-worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment and insurance product knowledge, Client relationship management, Business development, Portfolio review, Strategic planning, Target achievement
Preferred skills
None stated
Technologies
None stated
Responsibilities
Manage and deepen relationships with affluent and high-net-worth clients, Provide comprehensive wealth advisory services covering investments, insurance, deposits, FX, structured products, and estate planning solutions, Identify clients' financial objectives and deliver tailored wealth management strategies, Conduct regular portfolio reviews and proactive market updates, Achieve assets under management (AUM), revenue, and client acquisition targets, Collaborate closely with investment specialists, insurance consultants, and product partners to deliver holistic solutions, Develop business through referrals, networking, and existing client relationships
Seniority
VP, Strategy & Mentorship