Personal Wealth Manager

About us

~Gain valuable experience and launch your career in Wealth Management.

~Be part of a dynamic and supportive team.

~Make a real difference in the lives of your clients by helping them achieve their financial goals.

~Enjoy a competitive compensation package and excellent benefits.

Qualifications & experience

• Diploma or Bachelor's degree in Finance, Business Administration, or a related field (preferred).
• 0-3 years of experience in financial services or a relevant field (a plus, but not mandatory).
• Strong communication, interpersonal, and presentation skills.
• Ability to learn quickly and adapt to a fast-paced environment.
• Enthusiasm for the financial services industry and a passion for helping clients.
• Excellent organizational skills and a high level of attention to detail.

Tasks & responsibilities

• Assist Wealth Managers in building strong relationships with clients.
• Develop a deep understanding of client needs, risk tolerance, and financial objectives.
• Conduct market research and stay up-to-date on investment trends and products.
• Prepare client presentations and reports under the guidance of senior team members.
• Provide excellent customer service and address client inquiries promptly.
• Participate in ongoing training and development programs to enhance your skills.

Benefits

• Competitive salary and benefits package.
• Comprehensive training and mentorship program.
• Opportunity to work with experienced professionals and learn from the best.
• Supportive and collaborative work environment.
• Career advancement opportunities within a growing company.