Private Wealth Manager at UNOCASA Limited

Job Summary

• The Private Wealth Manager will manage and grow a portfolio of High-Net-Worth Individuals (HNWIs) and institutional clients by delivering tailored investment solutions, driving Assets Under Management (AUM) growth, and building long-term client relationships.

Key Responsibilities

• Build and maintain strong relationships with HNWI and institutional clients
• Provide tailored investment advice across multiple asset classes
• Identify and onboard new clients to drive AUM growth
• Monitor portfolio performance and provide regular client updates
• Coordinate with internal teams to execute client mandates
• Ensure compliance with regulatory requirements (KYC, AML, etc.)
• Stay updated on market trends and provide strategic insights

Performance Metrics

• Growth in Assets Under Management (AUM)
• Client acquisition and retention
• Revenue generation
• Compliance adherence

Key Requirements

• Bachelor’s degree in Finance, Economics, Business, or related field
• 5–10 years’ experience in wealth or asset management
• Proven experience managing HNWI or institutional portfolios
• Relevant certifications (CFA, CIS, SEC license) are an advantage
• Deep knowledge of financial markets and investment products
• Business development and sales acumen

Core Competencies:

• Strong relationship management and communication skills
• Deep knowledge of financial markets and investment products
• Business development and sales skills
• High level of professionalism and ethical standards.