Fintoo - Global Wealth Management Role - PCG (3-8 yrs)

We are looking for an experienced Global Wealth Manager - PCG to provide bespoke investment solutions and advisory-led Global wealth management services to High and Ultra High Net Worth Individuals (UHNWIs), Family Offices, and Institutional Clients.

The ideal candidate will have a global perspective on investments, a strong network of HNW/UHNW clients, and expertise in cross-border wealth structuring. The Candidate should have experience in Sales of PMs and AIF products.

Experience working with a Hedge Fund would be an advantage.

Key Responsibilities:

Client Acquisition & Relationship Management:

- Develop and manage a portfolio of global high-net-worth clients through proactive engagement.

- Build trusted relationships by offering personalized investment strategies aligned with client objectives.

- Expand business through referrals and strategic partnerships.

- Investment Advisory & Portfolio Management:

- Provide sophisticated investment strategies across global equities, fixed income, alternatives, and structured products.

- Curate diversified, risk-optimized portfolios tailored to clients' financial goals.

- Leverage research insights and macroeconomic trends to advise on market opportunities.

- Global Wealth Structuring & Estate Planning:

- Assist clients with offshore investments, tax-efficient structures, succession planning, and trust formation.

- Collaborate with legal and tax experts to offer comprehensive financial solutions.

- Cross-Border & Multi-Jurisdictional Advisory: - Stay updated on global regulations, tax treaties, and investment opportunities in multiple jurisdictions.

- Guide clients on international asset allocation strategies.

- Collaboration & Business Development: - Work closely with research teams, product specialists, and investment managers to enhance offerings.

- Represent the firm at industry conferences, networking events, and private investment forums.

Key Qualifications & Skills:

- Proven track record in managing HNW/UHNW clients in a global wealth management environment.

- Experienced in selling PMS and AIFs.

- Deep understanding of international investment products, asset allocation strategies, and financial planning.

- Strong grasp of alternative investments, structured products, and global tax regulations.

- Excellent client relationship skills, with a focus on long-term advisory and wealth preservation.

- Strategic mindset with the ability to build a book of business independently.

- Certifications such as CFA, CFP, or equivalent are a plus.

Why Join Us?

- Be part of a dynamic team driving advisory-led global wealth solutions.

- Work with a diverse client base across multiple geographies.

- Competitive compensation structure with performance-driven incentives.

- Opportunity to travel to our Global Offices in Dubai and Singapore.