Portfolio Director / Director of Wealth

Portfolio Director / Director of Wealth

8-11 years
Not Specified

Job Description

  • Manage and be accountable for the whole Wealth Management business's P&L.
  • Understand and utilize performance metrics and trends to align processes, people and set goals to meet high- net worth clients needs and expectations.
  • Ensure execution, long-term growth and profitability for high- net worth clients.
  • Find new clients, profitable expansion of the Private Wealth Advisor portfolio.

  • Ensure routine and operations are being executed according to time, quality, and regulatory standards.

Budget Management
  • Prepare the annual budget for review and approval by executive team, and deliver against those.

  • 8+ year's financial services operations experience with a minimum 5 years in portfolio management and leadership experience with deep knowledge of high net worth markets.
  • Strong brokerage operational and investment background with a depth of understanding of document, regulatory and process requirements.
  • Strong knowledge of and experience of supporting managed accounts.
  • Preferred candidate with working experience in managing investment portfolio in securities or fund management firms

Job Details

Employment Types:



About Persolkelly

PERSOLKELLY is a joint venture established in 2016 between PERSOL HOLDINGS (previously Temp Holdings) and Kelly Services to cater to the rising workforce employment needs of the emerging Asia Pacific market. We are one of the largest workforce solutions providers in the region, spanning over 45 offices across 13 markets including Australia, China, Hong Kong, India, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Korea, Taiwan, Thailand and Vietnam.

Job Source : www.persolkelly.com.vn

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