About Us:
We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs).
Job Summary:
This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy.
Responsibilities:
- Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters.
- Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including:
- Direct equities
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIFs)
- Mutual funds
- Structured products
- Arbitrage opportunities
- Private credit
- Insurance
- Alternative investments
- Legacy planning
- International investing
- Tax minimization strategies
- Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios.
- Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance.
- Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service.
- Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience.
Qualifications:
- Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients.
- A strong understanding of financial markets, investment products, and wealth management strategies.
- Unwavering integrity and a commitment to ethical conduct.
- Ability to navigate complex interpersonal dynamics with diplomacy and discretion.
- A proactive and client-centric approach to service.
- Prior experience in wealth management or a related field is preferred.
Compensation and Benefits:
Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.