Wealth Manager
Core
Trusted advisor delivering holistic financial advice, tailored investment strategies, and wealth preservation solutions to individuals, families, business owners, and Islamic Banking clients.
Role type
Senior Wealth Manager / Financial Advisor
Builds
Enduring client relationships and lasting wealth for future generations
Domain
Wealth Management / Islamic Finance
Required skills
Portfolio construction, Financial planning, Estate and succession planning, Fiduciary services, Risk management, Client needs analysis, Investment product knowledge, Regulatory compliance, Market analysis
Preferred skills
CFP certification, Postgraduate Diploma in Financial Planning
Technologies
None stated
Responsibilities
Build and grow a portfolio of individual, family, business, and Islamic Banking client relationships; Design and implement tailored wealth management strategies; Advise on investment, retirement, estate, and risk protection solutions; Conduct regular portfolio reviews and recommend adjustments; Generate new business through networking and partnerships; Provide training and support to Financial Advisors across the network.
Seniority
Mid-Senior (5-7 years experience)