Wealth Manager
Core
Deliver expert savings, investment, and estate planning solutions to high-income clients to achieve their financial objectives.
Role type
Wealth Manager (Private Banking)
Builds
Tailored financial strategies and holistic advice for a portfolio of high-net-worth individuals.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
holistic financial advice, revenue growth strategies, fiduciary opportunity identification, client philanthropy advisory, regulatory compliance, client portfolio management, market analysis, product solution matching
Preferred skills
Certified Financial Planner (CFP) designation
Technologies
Banking and Financial Services Regulatory systems
Responsibilities
Achieve revenue and profit targets by growing portfolio base, identify and utilize opportunities for revenue growth, provide appropriate banking and financial solutions across an allocated portfolio, identify Local and Offshore fiduciary opportunities and advise on client philanthropy, ensure compliance with legislative and audit requirements, conduct client reviews, market financial services solutions, prevent wastage and identify process improvements
Seniority
Mid-level (3-5 years experience)