Our Wealth Managers are provided with opportunities for both personal and professional growth. They are empowered to develop and maintain their client relationships with a long-term perspective towards their clients’ financial and life goals, supported by our deep networks and collective experience across the financial sphere.Nurturing of long term client relationships, developing and maintaining a comprehensive understanding of clients’ investment objectives and risk tolerance to ensure that investment strategies and advice for clients are appropriately alignedManaging of clients’ wealth holistically and ensuring their wealth management needs are attended to efficiently, professionally and in a timely mannerKeeping abreast of economic conditions, market updates and financial news as well as providing regular market and portfolio updates to clientsConducting research on investment opportunities that are suitable for clients’ investment objectives and risk toleranceNetwork to identify and attract potential Ultra-High Net worth clients as part of business development initiatives and achieving new business goalsMaintaining knowledge and understanding of appropriate regulations affecting client interaction and ensuring compliance with all such regulationsWorking closely with Trust Advisors, Tax Advisors and Banking Advisors to assist clients in the areas of succession planning, trust, tax planning and corporate services.Assist clients with putting in a strong family governance code in place with the aim of establishing a sustainable family structure in relation to their family business.Assist clients with crafting and implementing their philanthropic plans which includes clarifying their own charitable intent, identifying the appropriate vehicle for gifting and the naturally tight integration of philanthropy with investment and estate planning.Serve as a technical, marketing and developmental expert and resource on matters of estate and financial planning, both for prospects and client relationships.Conducting investment reviews for the clients’ various asset pool. (e.g. Market updates, portfolio and fund performance) and conducting meetings with the clients’ investment committees and boards.Coaching and Developing the rising generations of families as part of their legacy planning.Prepare or interpret information for clients such as investment performance reports, financial document summaries or income projections.
A Bachelor’s degree with a minimum of 10 years of wealth management experienceAbility to bring in Asset Under management of at least USD 50 million through referrals, own networks and the active prospecting of Ultra-High Net worth individuals A strong understanding of the needs and sensitivities of private wealth clients An ambitious, committed, entrepreneurial nature with the ability to work independentlyStrong presentation and excellent communications and negotiation skills A proven track record in asset gathering, asset growth and revenue generation performanceProficiency in financial markets analysis and product evaluationA detail-oriented and results-focused attitudeStrong analytical and quantitative skills.Strong knowledge of regulatory policies and guidelinesCredibility and trustworthiness while maintaining the highest standards of personal and professional integrity at all timesWorking knowledge of the family-office structure, generalised framework for personal, partnership, corporate tax and estate regulationsComprehensive understanding of diverse facets of financial planning, including investments, banking, estate and succession planning, philanthropy and credit solutions.Exceptional understanding of wide investment vehicles, including equities, structured products, foreign exchange, derivatives, hedge funds and private equities.
About Golden Equator Wealth
We look for professionals from varied backgrounds that are passionate and have excellent relationship management skills. We are of the strong belief that a good team is made up of people with complementary skills and a wealth of collective experience.
Key responsibilities include:
Golden Equator Wealth (GEW) is a CMS-licensed, client-focused multi-family office offering UHNW individuals and families personalised, comprehensive solutions across wealth management and preservation. Our holistic blend of in-house resources and outsourced expertise allows us to independently and effectively manage each client’s consolidated portfolio to deliver long-term value.
GEW is a subsidiary of Golden Equator Group. Through its ecosystem of businesses and networks, Golden Equator invests in the future generation through its key pillars of Capital, Technology, and Community to build financially rewarding businesses while driving positive social impact.
For more information, please visit: goldenequatorwealth.com
Please send your full CV directly to [email protected]
We regret that only shortlisted candidates will be notified