Wealth Advisor at Parthian Capital Limited (PCL)

Job Summary

We are seeking an experienced Wealth Advisor to manage investment portfolios for High Net Worth Individuals (HNIs) and Ultra Affluent clients. In this role, you will serve as a trusted partner, providing personalized wealth management solutions aligned with clients' financial goals. You'll be responsible for client acquisition, advisory services, portfolio management, and driving fund growth through strategic investment decisions.

Key Responsibilities

Client Acquisition & Relationship Management

• Identify, prospect, and onboard new HNI clients
• Build strong, trust-based relationships with clients, acting as their primary advisor
• Conduct regular portfolio reviews with clients, ensuring alignment with their financial objectives

Investment Advisory & Portfolio Management

• Conduct financial needs assessments and risk profiling
• Develop tailored financial strategies across asset classes including fixed income, money markets, equities, mutual funds, USD products, and alternative investments
• Structure and recommend appropriate investment solutions leveraging the firm's platform
• Monitor client portfolios, ensuring alignment with objectives and market conditions
• Provide regular performance updates and rebalancing recommendations

Business Development & Revenue Generation

• Achieve assigned Assets Under Management (AUM) and revenue growth targets
• Collaborate with product and investment teams to design innovative financial solutions that meet client needs
• Cross-sell the firm's suite of products to existing and prospective clients
• Stay abreast of market trends, competitor offerings, and regulatory changes
• Represent the firm at client events and industry functions