Job Title: Wealth Manager (Hybrid)

Role Overview:

The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client's financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is composed of diverse talents committed to helping high-net-worth clients achieve their financial objectives.

Key Responsibilities:

• Sales Target Achievement:

  • Responsible for meeting predetermined sales targets by identifying opportunities within the existing client base and advising on approved investment and risk solutions.

• Client Education and Retention:

  • Educates clients on products and services to enhance client retention, increase sales revenue, and expand the organization's client base.

• Financial Analysis and Planning:

  • Analyzes financial information gathered from clients to develop tailored financial plans or proposals using appropriate tools and methodologies.

• Proposal Development:

  • Formulates proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals.

• Client Reporting:

  • Provides regular reports to clients in line with agreed service level agreements, ensuring high-quality and consistent advice that aligns with the organization’s investment philosophy.

• Networking and Competitive Edge:

  • Contributes to maintaining a competitive advantage through external networking, benchmarking, and participation in relevant forums.

• Relationship Building:

  • Develops networks and builds alliances to strengthen internal support and enhance client offerings.