A global financial group is expanding its premium Wealth Management & Family Office division and is seeking a seasoned professional with a strong personal franchise, an active client book, and a proven ability to advise sophisticated HNWI and UHNWI clients.
Key Responsibilities
Manage and grow a portfolio of HNWIs/UHNWIs with consistent AUM expansion.
Advise wealthy families with complex, multi-generational and multi-jurisdictional wealth structures.
Deliver tailored strategies across public markets, alternatives, private markets, real assets, estate and succession planning, and cross-border structuring.
Collaborate with investment, tax, legal and lifestyle teams to provide a fully integrated family-office experience.
Maintain uncompromising standards of confidentiality, client trust and regulatory compliance.
Candidate Profile
7–10+ years in top-tier Private Banking, Wealth Management or Family Office advisory.
Active and portable client book, with a proven track record of originating, developing and retaining HNWI/UHNWI relationships.
Demonstrated contribution to AUM growth and long-term, trust-based client relationships.
Strong expertise in portfolio construction, alternative and private investments, asset structuring and international wealth planning.
Exceptional credibility, integrity, communication skills and client diplomacy.
Fluent English; comfortable working with global entrepreneurial families and complex wealth situations.
What Is Offered
Opportunity to work exclusively with HNWI and UHNWI clients on a premium international platform.
Access to sophisticated open-architecture investment solutions and holistic family-office capabilities.
A strategic senior role within a fast-growing, internationally oriented Wealth Management franchise.
Competitive compensation with an attractive performance-driven bonus model, directly linked to AUM growth and revenue contribution.