Wealth Relationship Manager

Requirements

Objectives of this role

• Assisting Investment councillors/Business head in overseeing the implementation of investment strategies.
• Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
• Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
• Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
• Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
• Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
• Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
• Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.
• Helping the company meet its financial objectives through personalised financial planning.
• Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. wealth management strategies, including investment planning, portfolio allocation and retirement planning
• Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
  

Required Skills And Qualifications

• MBA /bachelor's degree in finance, economics, business administration or a related field.
• 5 to 8 years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
• Understanding of financial markets, investment products, and wealth management principles.
• Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
• Excellent interpersonal skills and the ability to build trust and rapport with clients.
• Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset
• Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
• Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.
• NISI V-V certified
• Additional qualification PMS, IRD/CFP