The role holder is responsible for delivering personalized financial advice and wealth management services to high-net-worth individuals (HNWI).
This role involves building and maintaining strong client relationships, developing tailored financial strategies, and collaborating with the business development team to support the growth of the HNWI client base. The Private Wealth Advisor ensures that clients receive exceptional service and guidance to achieve their financial goals.
Role Purpose
The role holder is responsible for delivering personalized financial advice and wealth management services to high-networth individuals (HNWI).
This role involves building and maintaining strong client relationships, developing tailored financial strategies, and collaborating with the business development team to support the growth of the HNWI client base.
Their financial goals.