Alan & Grant is currently looking for a Wealth Manager for immediate employment. Interested persons are expected to apply. Kindly go through the full details of this position below:
We are looking for a Wealth Manager to be responsible for acquiring and driving wealth procurement.
The responsibilities of Wealth Managers include relationship management, Wealth Marketing, and Business Analysis.
To be successful as a Wealth Manager, you should have the ability to interpret quantitative and qualitative data, possess strong marketing, sales and negotiation skills, and you should have superior knowledge of wealth management.
Responsibilities
Fund mobilization and/or Liability Generation
Analyse financial information
Cultivate client relationships
Develop Wealth Marketing and Sales strategies
Manage Assets and client portfolios
Compliance and Risk Averse
Strong presentation skills, and an understanding of customer relations tactics
Business Analyst mindset and numbers-driven
Hit and exceed quarterly targets
Requirements
Candidates should possess a Degree in Finance, Economics, Management, or a related field
Previous experience in relationship/client management in the financial services industry.
Must be analytical and able to understand complex information
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