Wealth Officer

An established company is recruiting for the following position. Position Overview: - This role is strictly for professionals with proven experience in registered and licensed asset management firms, given the regulatory sensitivity and compliance standards of the industry. Key Responsibilities: - Develop and manage high-net-worth and institutional client portfolios - Drive asset growth through strategic client acquisition and relationship management - Provide tailored investment advisory services aligned with clients’ financial goals - Ensure strict adherence to regulatory, compliance, and risk management frameworks - Collaborate with internal investment and research teams to optimize portfolio performance - Monitor market trends and proactively position client portfolios Requirements: - 5–7 years experience in a registered and licensed asset management firm (non-negotiable) - Strong understanding of capital markets, investment products, and regulatory requirements - Demonstrated track record of portfolio growth and client retention - Excellent relationship management and communication skills - Relevant professional certifications (CIS, CFA, or equivalent) will be an advantage. Ideal Candidate: - A strategic thinker with strong regulatory discipline, commercial acumen, and the ability to manage sophisticated investment conversations with high-value clients. - This is an exceptional opportunity for a results-oriented wealth professional ready to operate at a high-performance level within a structured and compliant investment environment.