Assistant Vice President, Private Wealth Management

Job Description Develop and acquire High Net Worth clients through proactive prospecting . Build and maintain strong client relationships to drive long-term business growth. Provide investment advisory and develop strategies aligned with clients’ objectives and risk profiles. Identify opportunities to grow assets under management and expand client relationships. Support product management activities, including product design, pricing, lifecycle management, and portfolio reviews. Support client onboarding, account maintenance, documentation, and other client servicing activities. Ensure compliance with the Company’s policies and applicable regulatory requirements. Requirements Bachelor’s degree in Finance, Business, Economics, or related disciplines. Must possess CMFAS certifications: M1A, M5, M6, M8, RES 1A, RES 2, RES 5, CM-EIP, and CM-SIP (or equivalent). Candidates without the required certifications must complete them within the stipulated timeframe. Experience or strong interest in wealth management, investments, or financial services. Good understanding of investment products and asset classes. Strong communication, analytical, and relationship-building skills. Client-focused, self-motivated, and eager to learn.