Private Asset Manager
Core
Provide expert investment advice and build long-term relationships with high-net-worth clients on wealth management and alternative investments.
Role type
Senior Private Asset Manager (Wealth Management)
Builds
Sustainable client relationships and growth in Assets under Management
Domain
Private Banking & Wealth Management
Deliverable
client delivery
Required skills
Investment expertise, relationship building, strategic client conversations, RFP handling, commercial growth, professional judgment, risk management, regulatory compliance
Preferred skills
Family Governance, Investment Statutes, RFP processes, Private Markets
Responsibilities
Build and maintain relationships with Private Banking clients, identify holistic client needs, advise on wealth management and alternative investments, handle RFPs for Family Offices and foundations, contribute to new client acquisition, share knowledge within the team, ensure quality and risk management in advisory processes.
Seniority
Senior, hands-on IC
