Head Wealth Manager at TeamAce Limited

Responsibilities

• Advising clients on financial products and services
• Buying and selling stock on behalf of the client.
• 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 clients 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 assest 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.

Requirements

• B.Sc in Business related field
• Master’s Degree will be an added advantage
• Professional qualification / membership from a reputable institution
• Knowledge of Asset Management
• Minimum of 5 years experience in Marketing or similar field.
• Minimum of 4 years in a managerial position
• Stakeholder Management.
• Team building.
• Verbal Communication.