Our Finance department is in search of a Wealth Manager to assist our clients in their financial ventures. You should be able to offer expert advice to clients on various financial products and services. You should also be able to analyze their past investments, as well as risk taking behaviors and suggest improvements accordingly.
You should have an extensive knowledge of the finances, economics, and current developments in the industry. Besides, you should also develop effective wealth building and management strategies. Your familiarity with various investment management software will also prove to be beneficial.
As a Wealth Manager, you should have excellent mathematical skills and the ability to maintain confidentiality of the client's financial history. In addition to this, you should possess strong negotiation skills. You should be able to build and maintain long-lasting business relationships with clients.
Send in your application if you can fulfill the job responsibilities. We would like to hear from you.
Offering clients suggestions on various financial products and services
Assisting clients in the purchase and sale of stocks
Managing and monitoring investments on behalf of clients
Helping clients with tax and estate planning services
Analyzing clients' financial goals and assets allocation
Examining clients existing investment portfolios and suggesting improvements
Helping develop effective strategies to increase overall wealth
Managing assets and setting up investments for clients
Coordinating with other Financial Planners to meet client’s goals
Monitoring the performance of investments done by clients
Helping resolve any financial issues and other legal complications with investments
Bachelor’s degree in Finance, Accounting, Business Management, Economics, or a related field
A CFA or CPA certification is desirable
Minimum 5 years of experience as a Wealth Manager or a similar role in the Finance department
Complete knowledge of finance and economics
Familiarity with investment management software like ReconAdvantage and FinFolio
Proficiency in Microsoft Office tools particularly Excel
Excellent analytical and critical thinking skills
Good time management and organizational skills
Strong mathematical skills
Good communication and interpersonal skills
Ability to maintain confidentiality of any sensitive information
Impressive presentation and negotiation skills
Ability to offer improved customer experience
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