Job Summary
We're seeking an experienced Executive Director to lead our Wealth Management division. The successful candidate will develop and execute wealth management strategies, build client relationships, and drive business growth.
- Minimum Qualification : Degree
- Experience Level : Senior level
- Experience Length : 5 years
Job Description/Requirements
Responsibilities:
- Provide strategic direction and oversight for the firm’s wealth management division.
- Cultivate and maintain strong relationships with high-net-worth individuals, institutional investors, and key stakeholders.
- Develop and implement strategies to grow the firm’s client base and assets under management.
- Stay abreast of financial market trends, regulatory developments, and emerging investment products.
- Oversee portfolio management, client advisory, and risk management processes to ensure client goals are met.
- Lead and mentor a high-performing team of advisors and support staff.
- Represent the firm in industry events, conferences, and client meetings to enhance brand visibility and thought leadership.
Requirements:
- Proven experience in wealth management.
- Strong understanding of financial markets and products.
- Excellent client relationship management skills.
- Strong business development skills.
- Bachelor's degree in Finance, Economics, Business, or a related field
- A Master's degree or relevant certifications (e.g., CFA, CFP) is a strong advantage.
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