Job Summary
Our client is seeking an experienced and performance-driven Wealth Officer to join its growing team.
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.