Associate Director

Key ResponsibilitiesClient Relationship ManagementManage and grow a portfolio of HNW/UHNW clientsBuild long-term, trust-based relationships with clients and their familiesAct as the primary point of contact for all client needsBusiness DevelopmentAcquire new clients through networking, referrals, and market intelligenceAchieve revenue, AUM (Assets Under Management), and profitability targetsDevelop and execute strategic client acquisition plansWealth AdvisoryProvide tailored investment advisory across asset classes (equities, fixed income, alternatives, structured products)Collaborate with internal product specialists to deliver customized solutionsOffer holistic wealth planning including succession, estate, and tax planning (where applicable)Market & Investment InsightStay updated on global financial markets and economic trendsProactively advise clients on investment opportunities and risksCompliance & RiskEnsure full adherence to regulatory and internal compliance frameworksMaintain high standards of KYC, AML, and client documentation