Playing Captain - Wealth Channel

Job Description:

- Lead and manage wealth management services for clients, providing personalized financial solutions.

- Develop and implement strategies to grow the client base and assets under management.

- Collaborate with investment teams to provide tailored advice and portfolio management.

- Monitor market trends and provide insights to clients.

- Build and maintain strong relationships with high-net-worth individuals and families.

Qualifications:

Bachelors degree in Finance, Economics, or a related field; Masters preferred.

7+ years of experience in wealth management or financial advisory roles.

Strong interpersonal and communication skills.

Excellent analytical and strategic thinking abilities.