Private Wealth Advisor

Our client is a prominent financial services organisation with a strong presence in the High‑Net‑Worth and Affluent client market. As the company continues to expand its wealth management business, it is looking for an experienced Private Wealth Advisor to deliver comprehensive wealth planning and advisory services to High‑Net‑Worth individuals, entrepreneurs, and affluent families.

This is a senior relationship‑driven role suited for an experienced wealth management professional with a proven background in client engagement, advisory services, and business growth within the High‑Net‑Worth segment.

Key Responsibilities

• Establish and manage long‑term relationships with High‑Net‑Worth and Affluent clients.
• Provide integrated wealth planning and advisory solutions covering protection, investments, retirement planning, and legacy planning requirements.
• Identify opportunities to increase assets under management while strengthening ex...