Head Wealth Management (HNI) at Proten

DESCRIPTION:

The primary objective of this role is a comprehensive strategy that considers all aspects of the client’s finances to meet company’s financial target and manage relationship with clients. Offers financial advice to corporate/institutional clients. Conduct financial planning and assist in preserving and generating wealth. Responsible in overseeing all client related issues, develop strategies for customer services, authorize refunds on products, maintain business relationships with existing clients and bring new clients on board.

KEY RESPONSIBILITIES:

• Advising clients on financial products and services
• Managing Investment and Assets.
• Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
• Implement financial recommendations and assist with plan implementation.
• Contact clients periodically to determine any changes in their financial status.
• Investigate available investment opportunities to determine compatibility with client’s financial plan.
• Monitor financial market trends to ensure that client’s plans are responsive.
• Devise debt liquidation plans that include payoff priorities and timelines.
• Analyze Financial information with client to learn about their financial goals, risk tolerance and current assets allocation.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
• Supervision of the operation’s team to ensure effective cash management and settlement of all trade transactions executed.
• Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
• Conduct macro and fixed income research to support investment strategy.
• Utilize tactical negotiation skill to improve funding cost of the fixed income portfolio and other funds under management.
• Collaborate with other units on various initiatives to achieve the overall corporate objective
• Optimize the use of technological tools to improve investment management process and operational efficiency
• Preparation of portfolio strategy for group assets under management.
• Recommend tactical trading opportunities to the investment committee to enhance portfolio return at an acceptable risk tolerance level.

KEY SKILLS AND ABILITES

• Strong writing and communication skills
• Strong relationship Management
• Good presentation skills
• Ability to think strategically and to lead the team
• Ability to influence and persuade clients
• Good time management and organizational ability
• Ability to multitask and meet constant deadlines
• Oral Communication with internal and external stakeholders
• Building cordial relationship with internal and external stakeholders
• High service orientation
• Knowledge of the job and the industry
• Proficiency in Microsoft office
• Attentiveness to details
• Operational Perspective
• Business support Acumen
• Networking
• Willingness to work long hours, when necessary

Qualifications

• Bachelor’s Degree in Business, Accounting, or related fields
• Master’s Degree will be an added advantage
• Professional qualification/membership from a reputable institution
• Minimum of 5 years’ Wealth Management experience
• Minimum of 3 years in a managerial position
• Must be knowledgeable in the field and have understanding on what goes on in the market space and the sector as a whole.
• Must work in the Assets Management Industry