Job purpose:    

 We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments.To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ultimately, a top-notch wealth manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics. Your role will be to support senior financial planners/wealth managers in drafting financial plans, preparing reviews, supporting ongoing client relationships, reviewing investments, and running special projects. You need to be able to remain calm under pressure and be able to think on your feet. You need to have a good understanding of our aims and should be able to form a healthy relationship with clients. 

Role & responsibility: