Key responsibilities

• Identify, convert, and retain UHNW clients
• Develop in-depth understanding of clients’ businesses and financial goals
• Deliver strategic advice and bespoke wealth solutions
• Facilitate investment, liquidity, and risk management planning
• Engage product experts to tailor multi-asset strategies
• Lead team initiatives to deepen client relationships and revenue growth
• Ensure compliance with regulatory standards and internal policies
• Champion seamless execution across all client transactions
• Mentor junior bankers and promote knowledge sharing
• Act as the primary point of contact for UHNW client families