Wealth Manager

• Bachelor’s Degree in Business, Accounting, Marketing, or related fields
• Master’s Degree will be an added advantage.
• Professional qualification/membership from a reputable institution
• Minimum of three (3) years relevant working experience in a similar role within the asset management industry is highly desirable
• Strong business acumen to be able to recognize and interpret commercial opportunities.
• Strategic thinker and ability to analyze and solve problems quickly.
• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth.
• Highly agile in learning, adapting to an ever-changing business environment, and with a strong ability to cope with a fast, dynamic pace

• Bachelor’s Degree in Business, Accounting, Marketing, or related fields
• Master’s Degree will be an added advantage.
• Professional qualification/membership from a reputable institution
• Minimum of three (3) years relevant working experience in a similar role within the asset management industry is highly desirable
• Strong business acumen to be able to recognize and interpret commercial opportunities.
• Strategic thinker and ability to analyze and solve problems quickly.
• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth.
• Highly agile in learning, adapting to an ever-changing business environment, and with a strong ability to cope with a fast, dynamic pace

Duties

• Achieve the assigned individual AUM target for the period.
• Advising clients on financial products and services
• Review clients' portfolios and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Managing Investment and Assets.
• Recommend to clients, strategies in cash management, investment planning, or other areas to help them achieve their financial goals.
• Implement financial recommendations and assist with plan implementation.
• Contact clients periodically to determine any changes in their financial status.
• Investigate available investment opportunities to determine compatibility with the client’s financial plan.
• Monitor financial market trends to ensure that client’s plans are responsive.
• Devise debt liquidation plans that include payoff priorities and timelines.
• Analyze Financial information with the client to learn about their financial goals, risk tolerance, and current asset allocation.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Ensure all regulatory compliance requirements are strictly observed and followed.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision-making process.
• Optimize the use of technological tools to improve the investment management process and operational efficiency.
• Act as a good ambassador of the organization through proper conduct always to portray the organization in a good light.
• Utilize tactical negotiation skills to improve the funding cost of the fixed-income portfolio and other funds under management.
• Develop a weekly strategic prospecting plan and share it with the Head, Wealth Management
• Report all feedback from clients to the Head, of Wealth Management.