Wealth Manager

Main Responsibilities:

•⁠ Develop and manage long-term relationships with clients

•⁠ Conduct regular meetings to review and adjust financial strategies

•⁠ Serve as the primary point of contact for client inquiries

•⁠ Assess clients’ financial situations, risk tolerance, and investment objectives

•⁠ Create and implement personalized wealth management plans

•⁠ Advise on investment opportunities, estate planning, retirement planning

•⁠ Construct and manage investment portfolios in line with client goals

•⁠ Monitor market conditions and make portfolio adjustments as needed

•⁠ Collaborate with analysts and portfolio managers for research and investment ideas

•⁠ Identify and pursue new client acquisition opportunities

Work Schedule:

•⁠ ⁠5 day work week (no weekends)

•⁠ ⁠Full-time

Requirements:

•⁠ ⁠A Local Diploma in any field

•⁠ ⁠Preferable but not compulsory - At least 1 year experience in Banking and Finance