Private Wealth Specialist

About the role

Private Wealth Specialist role focused on delivering strategic investment advisory and comprehensive wealth solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Key responsibilities

• Formulate and deliver bespoke, multi-asset class investment strategies and actionable portfolio ideas tailored to the distinct risk-return profiles and liquidity needs of HNW/UHNW clients
• Screen and evaluate the private corporate entities of UHNW entrepreneurs for potential capital-raising opportunities, including Initial Public Offerings (IPOs) and Debt Capital Markets (DCM) bond issuances
• Serve as the strategic conduit to the Investment Banking division, facilitating seamless referrals to support the client's corporate growth objectives
• Conduct rigorous portfolio reviews, delivering sophisticated macroeconomic insights, tactical asset allocation advice, and ongoing market updates to clients
• Collaborate with Private Client Director as a trusted co-advisor, jointly originating, presenting, and closing complex wealth solutions
• Drive New-to-Bank (NTB) asset acquisition and deepen existing Share of Wallet (SOW) through strategic advisory, identifying unseen client needs, and providing differentiated market perspectives
• Incorporate premium Bancassurance, Universal Life, and bespoke HNW protection solutions into client portfolios to fortify wealth protection, optimize tax efficiency, and facilitate liquidity structuring
• Act as the nexus between the client and fiduciary specialists to structure Universal Legacy, Private Trust, and intergenerational wealth transfer frameworks
• Advise multi-generational families and UHNW entrepreneurs on Family Office setups, providing guidance on governance frameworks, private market access, and institutional investment solutions
• Collaborate with Credit and Lending teams to structure customized financing, Lombard lending, and leverage solutions that optimize client capital efficiency and holistic wealth structuring

About you

• Uphold the highest standards of regulatory compliance, risk awareness, and advisory governance, ensuring all recommendations strictly adhere to client suitability and cross-border regulations
• Act as an internal subject matter expert, providing continuous training, market coaching, and advisory support to the frontline relationship management teams