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High Net Worth Portfolio Manager
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About the Opportunity
">This position involves managing a portfolio of high net worth (HNW) and ultra-high net worth (UHNW) clients, providing tailored banking and wealth solutions in a relationship-driven environment.
">The Role Responsibilities
- Deliver expert advice across lending, wealth, and banking services to meet client needs.
- Analyze complex financial situations to structure bespoke credit and lending solutions.
- Grow your portfolio through referrals and new business relationships.
As a trusted advisor, you will report to senior leadership and work closely with existing clients while focusing on portfolio growth and complex lending opportunities.
">Your key responsibilities will include building strong client relationships, identifying business opportunities, and providing expert financial guidance to support their goals.
