Senior Wealth Advisor at Maurice Xandra Solutions

Our Client is seeking a highly skilled Senior Wealth Advisor to strengthen their client advisory team and drive wealth growth strategies for high-net-worth individuals and institutional clients.

Job Description

• The ideal candidate will combine strong investment knowledge with a client-focused approach to deliver tailored financial solutions. This candidate is expected to demonstrate advanced advisory capabilities, leadership, and a strong record of business development.
• Develop and execute personalized wealth management strategies aligned with client goals. 
• Manage and grow a portfolio of high-net-worth and institutional clients while ensuring exceptional service delivery. 
• Provide comprehensive investment advice, including portfolio construction, asset allocation, and risk assessment. 
• Collaborate with the investment and research teams to identify and recommend suitable investment opportunities. 
• Drive new business development through targeted client acquisition and relationship management. 
• Stay informed on market trends, regulatory changes, and emerging investment opportunities. 
• Senior-Level: Lead complex advisory engagements, manage high-value clients, and mentor junior advisors.

Requirement

• A degree in Finance, Economics, Business Administration, or a related field. 
• Senior-Level: 8–10 years of proven experience with a strong record of client acquisition and portfolio growth. 
• Strong understanding of financial markets, investment products, and portfolio management strategies
• Excellent relationship management, communication, and presentation skills