Senior Wealth Advisor at Maurice Xandra Solutions

Job Summary

• Our client is seeking a Senior Wealth Advisor to lead their client advisory team, drive wealth growth strategies, and deliver tailored financial solutions for high-net-worth and institutional clients.

Responsibilities

• Develop and execute personalized wealth management strategies.
• Manage and grow portfolios of HNIs and institutional clients.
• Provide investment advice on portfolio construction, asset allocation, and risk assessment.
• Collaborate with investment and research teams on suitable opportunities
• Drive business development through client acquisition and relationship management.
• Stay updated on market trends, regulations, and emerging investment opportunities.
• Lead complex advisory engagements and mentor junior advisors.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• 8-10 years senior-level experience in wealth advisory with strong client acquisition and portfolio growth record.
• Solid understanding of financial markets, investment products, and portfolio strategies.
• Excellent relationship management, communication, and presentation skills.