Job Description
Job Summary
Responsible for acquiring and driving Wealth procurement. The responsibilities of Private Wealth Managers include Relationship management, Wealth Marketing, and Financial Analysis. To be successful as a Private Wealth Manager, you should be able to interpret quantitative and qualitative data, possess strong marketing, sales, and negotiation skills, and you should have superior knowledge of wealth management.
Responsibilities
- Analyze financial information.
- Cultivate existing client relationships.
- Develop Wealth Marketing and Sales strategies.
- Manage Assets and client portfolios.
- Compliance and Risk Averse
- Business Development
- Grow FUM
Requirements
- Degree in Finance, Economics, Management, or related fields.
- Minimum 4 years related experience in Financial Services
- Relationship Management
- Excellent Communication
- Adaptability and Perseverance
- Ability to understand complex information
- Knowledge of Finance
- Analytical Thinking
- Strong numerical skills