Wealth Manager - Institutional/Cooperate Investment/Financial Services Firm

Job Responsibilities:

- To provide end-to-end service solutions to existing customer relationships in a proactive manner.

- Identify potential new clients and work with them to build relationships with the goal of managing their wealth

- Building and maintaining long term relationships, deepening relationships, and growing revenues for the organization

- Prepare or interpret for HNI Investors information such as investment performance reports, financial document summaries, or income projections

- Investigate available investment opportunities to determine compatibility with client financial plans

- Manage HNI Investors' portfolios, keeping investor plans up-to-date.

- Proactively advise and consult clients explaining the types of Financial services available, educating them about investment options and potential risks

- Monitor financial market trends and advise HNI Investors on Financial Products and Services

Job Requirements :

- Master's Degree in Finance or equivalent qualification

- 3-5 years experience in Financial Services/Asset & Wealth Management

- Strong Networking and Relationship Building skills

- Good communication - written & verbal and presentation skills

- Good business acumen, problem-solving ability

- Excellent analytical skills

About the client:

The client provides institutional/Cooperate investment and financial services.