Work closely with stakeholders across Private Wealth Management, Business, Operations, Technology, Data and control functions to identify AI opportunities, clarify requirements, shape solutions and sustain alignment throughout delivery.
Conduct regular client reviews to identify needs relating to wealth preservation, long-term wealth growth, asset allocation and risk management. Work closely with internal product, investment advisory, operations and compliance teams to deliver appropriate client solutions
Strong understanding of H&S legislation, risk management, ISO 45001 principles, health and wellbeing programme design, return-to-work principles and locally relevant regulatory expectations.
You will be responsible for proactively managing and developing relationships with potential UHNW clients to build up the AUM and continuously generate revenues through offering a variety of financial services such as Funds, Equities, Bonds, Structured Products, Insurance etc. You should fully understand the client’s needs and objectives. Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions based on their risk tolerance and investment preference.
Achieve outstanding performance and strive for membership of the Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT)