Account Manager, Private Wealth Management (NYSE Listed Fintech)

Account Manager, Private Wealth Management (NYSE Listed Fintech)

As a key member of the Private Client Group, you will be responsible for nurturing a dedicated portfolio of affluent investors. Your primary goal is to deliver bespoke financial solutions while driving the expansion of our client's managed assets through strategic relationship building and expert market navigation.

Key Responsibilities:

• Portfolio Stewardship: Oversee a curated list of high-value accounts, maintaining a standard of excellence in service delivery.
• Strategic Growth: Meet and exceed benchmarks for capital acquisition, revenue generation, and the onboarding of new private wealth partners.
• Bespoke Advisory: Craft and implement individualized financial roadmaps that align with specific risk profiles and long-term wealth goals.
• Product Integration: Facilitate access to a broad suite of instruments, including global equities, fixed income, sophisticated derivatives, etc.
• Performance Insight: Conduct rigorous portfolio oversight, delivering transparent reporting and actionable market intelligence to stakeholders.

Ideal Candidate:

• Experience: 3+ years in BD/Wealth Management focusing on HNWIs or Family Offices.
• Advisory Skills: Proven track record in asset allocation and investment advising.
• Market Knowledge: Deep understanding of multi-asset classes (Equities, Futures, Options) and wealth products.
• Attributes: Self-driven hunter mentality, fast learner, and effective communicator.
• Credentials: CFA/FRM or related financial certifications are a huge advantage, but not a requirement.

We regret to inform that only shortlisted candidates will be contacted.

Salient Talent Pte. Ltd.

EA # 24S2636