Wealth Manager

Requirements

• University Degree
  
• 7 years financial services experience 3 of which must be in a senior role in business development and relationship management
  
• A track record of strong analytical and decision-making skills
  
• Proficiency in use of MS Office packages.
  

• Deep understanding of the issues and challenges faced by Ultra High Net Worth individuals and wealthy families.

• Responsible for identifying potential new clients and working with them to build up a relationship with the goal of managing their wealth.

• Proactively advise and consult with the clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments.

• To expand the current client base and explore new products which are suitable for client needs.

• To promote and market the company's services ensuring that the highest level of client service is provided at all times.

• Evaluate financial, tax plus credit needs of all customers.

• Exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes.

• Excellent knowledge of the various mutual funds, investment classes and financial markets.

• Expected to drive incremental, profitable growth by leveraging existing relationships and building new ones, consistently demonstrating a clear understanding of client issues and deployment of innovative solutions.

• Upgrade on latest developments plus market trends to identify and service client needs.