UnoCasa Limited was incorporated in 2009 to provide companies with business solutions in Marketing, Business Strategy , Recruitment and general Human Resources consultancy.Job Summary
The Private Wealth Manager will manage and grow a portfolio of High-Net-Worth Individuals (HNWIs) and institutional clients by delivering tailored investment solutions, driving Assets Under Management (AUM) growth, and building long-term client relationships.
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 drive AUM growth
Monitor portfolio performance and provide regular client updates
Coordinate with internal teams to execute client mandates
Ensure compliance with regulatory requirements (KYC, AML, etc.)
Stay updated on market trends and provide strategic insights
Performance Metrics
Growth in Assets Under Management (AUM)
Client acquisition and retention
Revenue generation
Compliance adherence
Key Requirements
Bachelor’s degree in Finance, Economics, Business, or related field
5–10 years’ experience in wealth or asset management
Proven experience managing HNWI or institutional portfolios
Relevant certifications (CFA, CIS, SEC license) are an advantage
Deep knowledge of financial markets and investment products
Business development and sales acumen
Core Competencies:
Strong relationship management and communication skills
Deep knowledge of financial markets and investment products
Business development and sales skills
High level of professionalism and ethical standards.