Private Wealth Director

Our client, a leading global investment management firm, is looking to hire a Private Wealth Director to join their team.

about the job

As a Private Wealth Director, your primary focus will be:

• Engage with qualified leads to acquire high net worth clients.
• Understand prospective clients' financial goals and investment needs to recommend suitable wealth management solutions.
• Present the firm's investment offerings and explain its investment approach.
• Manage the end to end sales process from initial engagement through to successful client conversion.
• Establish and maintain strong client relationships to support long term engagement and client satisfaction.

skills and experience required

• Minimum degree in any discipline.
• Proven sales performance with at least 5 years of experience in serving high net worth clients would be advantageous.
• Strong communication, presentation and consultative selling skills.
• Good understanding of investment products and wealth management solutions.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / [email protected] for a confidential discussion.

Reenie Ng Yan Ching | R2198716 | EA: 91C2918 | Adecco Personnel Pte Ltd