Wealth Manager
Core
Advise high-net-worth clients on wealth creation, accumulation, and protection using contextual Money Management principles to drive sales and retention.
Role type
Senior Wealth Manager (Private Wealth)
Builds
Custom financial plans, investment proposals, and risk solutions for private clients.
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment analysis, risk management, estate planning, sales target achievement, client relationship management, regulatory compliance (FAIS), networking
Preferred skills
Discretionary investment mandates, hedge fund participation, structured products
Technologies
Financial planning tools, investment platforms
Responsibilities
Achieve sales targets by identifying client opportunities; Educate clients on products and services; Analyze client financial information to develop proposals; Formulate cash management and investment plans; Provide regular client reports; Ensure advice quality aligns with company philosophy; Build external networks and alliances.
Seniority
Senior, hands-on IC with managerial level experience