Found Description
We are seeking a Wealth Manager to provide holistic financial and wealth planning advice to clients, helping them grow, protect, and transfer their wealth across different life stages. This role focuses on building long‑term client relationships through consultative, needs‑based advisory and delivering tailored solutions aligned with clients’ financial goals and risk profiles.
The role is suitable for individuals with strong relationship management and advisory skills who are looking to build a long‑term career in wealth management within a professional and compliant environment.
Key Responsibilities
- Build, manage, and deepen long‑term relationships with a portfolio of clients through structured financial planning and advisory engagements.
- Conduct comprehensive reviews of clients’ financial situations, objectives, and risk tolerance to develop personalised wealth strategies.
- Advise clients on wealth accumulation, protection, ret...