Job Description
We are seeking an experienced and strategic Wealth Management - Product Distribution Manager to lead client acquisition, portfolio advisory, and marketing-driven growth initiatives across our wealth management business. This role requires a unique blend of financial expertise and marketing capability — someone who can manage complex client portfolios while also driving brand presence, thought leadership, and market outreach.
The ideal candidate brings deep experience in wealth management, business development, client strategy, and financial marketing for high-net-worth and institutional clients.
What You Will Do
Client Advisory & Portfolio Management
Provide high-level financial advice, portfolio construction, and investment planning for HNW and UHNW clients.
- Conduct detailed portfolio reviews, performance analysis, and risk assessments.
- Deliver holistic wealth planning covering tax, estate, retirement, and long-te...
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