Wealth Manager
Core
Deliver exceptional experience and education to Private Wealth clients on wealth creation, accumulation, and protection tactics to increase sales and drive client retention.
Role type
Senior IC Wealth Manager (Private Wealth)
Builds
Custom financial plans, investment proposals, and risk solutions for high-net-worth clients
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment planning, risk management, estate planning, sales target achievement, client education, financial analysis, regulatory compliance (FSCA/FAIS)
Preferred skills
Discretionary investment mandates, hedge fund participatory interests, structured products
Technologies
Financial planning tools, investment analysis software
Responsibilities
Achieve sales targets by identifying opportunities in the client base; Analyze client financial information to develop financial plans; Formulate proposals in cash management, risk needs, investment planning, and estate planning; Provide regular client reports against service level agreements; Ensure advice quality aligns with investment philosophy; Contribute to competitive edge through external networking and benchmarking.
Seniority
Mid-Senior, hands-on IC with managerial level experience
