Deskripsi Pekerjaan
Join PERSOL as a Director of Private Wealth Management and lead our team in delivering exceptional financial services to High-Net-Worth (HNW) clients. In this fully commissioned role, you will be responsible for developing and implementing comprehensive wealth management strategies tailored to the unique needs of affluent individuals and families. Your expertise in financial planning, investment management, and risk assessment will be crucial in helping clients preserve and grow their wealth across generations.
As a key member of our financial services team, you will leverage your industry knowledge and client relationship skills to expand our client base and drive revenue growth. This position offers a competitive compensation structure with unlimited earning potential through our commission-based model, making it ideal for ambitious professionals seeking to maximize their earning potential while making a significant impact in the wealth management sector.
Tanggung Jawab
- Develop and implement comprehensive wealth management strategies for HNW clients
- Build and maintain strong relationships with high-net-worth individuals and families
- Lead a team of wealth management professionals to achieve sales targets
- Provide expert advice on investment opportunities, tax planning, and estate management
- Conduct in-depth financial analysis and risk assessment for client portfolios
- Identify new business opportunities and expand the client base
- Stay updated on market trends and regulatory changes affecting wealth management
Kualifikasi
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Minimum 7-10 years of experience in private wealth management or financial services
- Proven track record in managing HNW client portfolios (minimum $10M AUM)
- Relevant professional certifications (CFA, CFP, or similar) preferred
- Strong knowledge of investment products, financial markets, and regulatory frameworks
- Excellent communication, negotiation, and presentation skills
- Demonstrated ability to lead and develop high-performing teams
- Experience with CRM systems and financial planning software