Wealth Manager

The Wealth Manager oversees the growth and management of high-net-worth client portfolios, provides expert financial advisory, and drives revenue through strategic investment recommendations and client acquisition.

Acquire, manage, and expand a portfolio of high-value clients

Offer personalized financial advisory and investment solutions

Assess clients’ financial goals and develop tailored wealth plans

Cross-sell financial products to support portfolio growth

Track market movements, portfolio performance, and investment risks

Prepare financial reports, proposals, and investment presentations

Maintain long-term client relationships through consistent communication

Meet and exceed monthly and quarterly performance targets

Work with internal teams to ensure smooth service delivery

Maintain confidentiality and adhere to regulatory and internal standards

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Minimum of five years experience in wealth management, investment banking, or financial advisory

Demonstrated success in meeting financial and portfolio targets

Strong understanding of financial markets, investment instruments, and risk management

Excellent communication, negotiation, and interpersonal abilities

Strong analytical and decision-making skills

High level of integrity and customer service focus

Preferred Skills:

Certifications such as CFA, ACCA, ICAN, or related qualifications

Experience working with high-value individuals and senior executives

Strong networking capability and industry contacts

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