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Wealth Manager

About the job

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


· Degree/Diploma in any discipline

· Certifications in CMFAS Module 5, 9, 9A and HI will be of added advantage

· Excellent interpersonal and communication skills

· Team player, who is committed and self-driven, with the ability to respond positively to client request for assistance

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