The Ideal Candidate
We are constantly looking for new potential members to join the family.
While we are open to people from all walks of life who are willing to learn, having certain qualities would be advantageous for you.
These qualities include:
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Excellent communication skills
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The ability to analyse and research information
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Driven and disciplined to meet targets
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Being a team player
Wealth Manager
Our clients require Wealth Managers capable of understanding their financial situations and recommending the most appropriate solutions. A typical day as a Wealth Manager is likely to be as such:
· Review clients’ financial circumstances and understanding their financial goals
· Analyse information and customize plans to suit clients
· Conduct risk analysis of financial portfolios
· Research the marketplace and design financial strategies
· Conduct monthly portfolio valuation review meetings