Private Wealth Manager at UnoCasa Consulting
Job Description
UnoCasa Consulting is recruiting a Private Wealth Manager to oversee and grow a portfolio of High-Net-Worth Individuals (HNWIs) and institutional clients. This role focuses on delivering tailored investment strategies, strengthening long-term client relationships, and driving Assets Under Management (AUM) growth through strategic financial advisory and business development efforts.
Key Responsibilities
- Build and maintain strong relationships with HNWI and institutional clients
- Provide tailored investment advice across multiple asset classes
- Identify and onboard new clients to support AUM growth
- Monitor portfolio performance and deliver regular client updates
- Collaborate with internal teams to execute client mandates efficiently
- Ensure compliance with regulatory requirements including KYC and AML
- Stay informed on market trends and provide strategic investment insights
Job Requirements
Interested candidates should meet the following criteria:
- Bachelor’s degree in Finance, Economics, Business, or a related field
- 5–10 years of experience in wealth management or asset management
- Proven track record managing HNWI or institutional portfolios
- Relevant certifications such as CFA, CIS, or SEC license are an added advantage
- Strong understanding of financial markets and investment products
- Demonstrated business development and sales capabilities
- Excellent communication, relationship management, and professional ethics
Application Closing Date
21st April, 2026
