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  • Posted: May 11, 2024
    Deadline: Not specified
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients. ...additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall pr...
    Read more about this company


    Team Member, Private Wealth Management

    Job Summary

    Responsible for acquiring and driving Wealth procurement. The responsibilities of Private Wealth Managers include Relationship management, Wealth Marketing, and Financial Analysis. To be successful as a Private Wealth Manager, you should be able to interpret quantitative and qualitative data, possess strong marketing, sales, and negotiation skills, and you should have superior knowledge of wealth management. 


    • Analyze financial information. 
    • Cultivate existing client relationships. 
    • Develop Wealth Marketing and Sales strategies. 
    • Manage Assets and client portfolios. 
    • Compliance and Risk Averse 
    • Business Development
    • Grow FUM


    • Degree in Finance, Economics, Management, or related fields.
    • Minimum 4 years related experience in Financial Services
    • Relationship Management
    • Excellent Communication
    • Adaptability and Perseverance
    • Ability to understand complex information
    • Knowledge of Finance
    • Analytical Thinking
    • Strong numerical skills

    Method of Application

    Interested and qualified? Go to Alan & Grant on to apply

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