Senior Executive, Dealing (High Net Worth)

Senior Executive, Dealing (High Net Worth)

Grow and manage the base of high-net-worth clients (“HNW”)

Build and maintain long-term, trusted relationships with HNW clients through proactive engagement and advisory support.

Assist and service HNW to achieve their investment goals

Advise HNW on investment portfolios and markets

Ensure seamless execution of day-to-day dealing and account management operations in compliance with regulatory and internal requirements.

Key Responsibilities:

Provide investment solutions and advisory services to HNW clients.

Manage and grow an existing portfolio of HNW clients while actively sourcing and developing new HNW business opportunities.

Conduct Know Your Client (“KYC”) and risk management of HNW to ensure compliance with regulatory standards and internal policies.

Oversee and perform dealing and operational tasks, including account opening, withdrawals, order executio...