Client Advisor - Private Wealth

Your new company

You will be working with an established family officer that provides financial investment and professional services to their HNW & UHNW client.

Your new role

As the Client Advisor, you are tasked to manage HNW & UHNW client portfolio for their investment, professional services and lifestyle needs. The business will be able to support all services execution on behalf with an open architecture platform, while you serve as the key contact point between the client and external vendors to provide the services.

What you'll need to succeed

• Undergraduate degree in business, accounting, finance or equivalent
• At least 10 years of experience in managing HNW & UHNW clients within banks, asset management companies or other family offices
• An existing clients to introduce to the business utilizing their services, NOT necessary investing funds or bringing a book
• Someone who prefer a more flexible working arrangement, while highly passionate in serving HNW and UHNW clients in all their needs
• Great communication skill

For further details regarding this vacancy please contact your HAYS Banking Expert, Wilson on 02 9249 2240 or email your updated resume to ***email_hidden***