Senior Wealth Manager

Senior Wealth Manager –

We are seeking a highly experienced Senior Wealth Manager to lead and grow strategic relationships across HNI/UHNI clients, family offices and corporate treasuries. The role is responsible for delivering sophisticated wealth advisory, driving AUM growth and ensuring best-in-class portfolio oversight.

Key Responsibilities

• Manage a high-value client portfolio including individuals, family offices and corporate treasuries.

• Deliver strategic advisory across asset allocation, investments, risk management and long-term planning.

• Provide proactive market intelligence and conduct periodic portfolio reviews.

• Drive targeted client acquisition and deepen existing strategic relationships.

• Ensure full regulatory and internal compliance at all times.

Requirements

• 5-8 years’ experience in wealth management/private banking with exposure to institutional-style clients.

• Strong market and product expertise with proven portfolio management and relationship leadership skills.

• MBA/CFP/CFA/NISM preferred.