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

Requirements

• 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

How to Apply:
If you are ready to embark on a rewarding career in wealth management, financial advisory, we want to hear from you.

This role is perfect for someone with a keen interest in personal finance and wealth creation, eager to make a meaningful impact on clients' financial well-being.

Submit via CareersFuture to apply