Responsibilities:

• Demonstrate the understanding of clients’ businesses and sources of wealth generation
• Build relationships with client families to establish long-term connections
• Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
• Help clients achieve broad financial/investment goals related to the creation and management of wealth.
• Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
• Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
• Demonstrate strong commitment to team success and place team goals above personal achievement
• Ensure compliance on regulatory requirements
• Ensure strong controls and effective operational and administrative services.

Qualifications:

• 10+ years of relevant experience
• Proven track record in asset gathering, asset growth and revenue generation
• Excellent commercial and negotiation skills
• Excellent understanding of financial markets and products