Wealth Manager (HNW Clients)

Role Overview

We are seeking a driven and client-focused Wealth Manager to build, manage, and deepen relationships with affluent and high-net-worth clients. You will provide personalised wealth management solutions based on each client’s financial goals, risk profile, and long-term priorities.

The ideal candidate possesses strong relationship-building skills, sound financial knowledge, and a genuine passion for helping clients grow, protect, and preserve their wealth.

Key Responsibilities

• Build and maintain trusted, long-term relationships with affluent and high-net-worth clients.
• Conduct comprehensive financial needs analyses to understand clients’ financial objectives, risk appetite, family priorities, and long-term wealth goals.
• Develop and recommend tailored solutions for wealth accumulation, investment planning, asset protection, retirement, and legacy planning.
• Manage and review client portfolios regularly, providing timely recommendations based on portfolio performance, market developments, and changing client needs.
• Keep clients informed of relevant financial market trends, investment opportunities, and potential risks.
• Identify and acquire new affluent and high-net-worth clients through networking, referrals, prospecting, and relationship-building activities.
• Deepen existing client relationships by identifying additional financial needs and suitable wealth management opportunities.
• Analyse market trends, competitor offerings, and client segments to support business development initiatives.
• Deliver a high standard of client service while maintaining professionalism, confidentiality, and discretion.
• Ensure all client recommendations, documentation, and activities comply with relevant regulatory requirements and internal policies.
• Achieve individual business and performance targets while maintaining strong client satisfaction and service quality.

Requirements

• Bachelor’s degree or local polytechnic diploma.
• Experience in wealth management, private banking, relationship management, financial services, or a client-facing sales role is preferred.
• Good understanding of financial markets, investment products, and wealth management concepts.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication, presentation, and interpersonal abilities.
• Confident in engaging and building relationships with affluent and high-net-worth individuals.
• Proactive, client-focused, and results-driven.
• Strong networking, prospecting, and relationship-management capabilities.
• Ability to manage multiple client portfolios, work effectively under pressure, and meet deadlines.
• High level of integrity, professionalism, and discretion.

At Round Venture, we are dedicated to reshaping the recruitment experience by connecting ambitious professionals with visionary companies. We understand that great teams are the cornerstone of great businesses. That’s why we focus on more than just filling roles by building long-term partnerships that empower both employers and job seekers to grow and thrive.

Whether you’re looking for contract staff, permanent hires, or executive talent, our team of passionate recruiters delivers smart, agile, and personalized staffing solutions tailored to your goals. With industry insight, a people-first approach, and a commitment to excellence, Round Venture is your trusted partner in building teams that drive results.

We don’t just recruit, we invest in the future of work.