Senior Director - Private Wealth

Brokerage firm

about the job.

• Lead the development and management of a premium client portfolio by providing bespoke financial advisory services.
• Design and execute comprehensive wealth preservation and growth strategies tailored to individual client goals.
• Conduct evaluations of global investment opportunities and asset classes to optimize portfolio performance.
• Manage regular client engagements and reviews to ensure long-term alignment with financial objectives.
• Oversee asset allocation and risk management frameworks to safeguard and enhance client wealth.

skills and experience required.

• Extensive experience in financial planning and the delivery of sophisticated wealth management services within the HNW/UHNW space.
• Advanced proficiency in asset allocation strategies and a deep understanding of global market trends.
• Strong analytical capabilities to assess complex financial data and portfolio risk profiles.
• Thorough knowledge of regulatory compliance and ethical standards within the Singapore financial landscape.

Please click on the 'apply' button to apply online. (EA: 94C3609/ R21103354 )