Team Member, Private Wealth Management at Alan & Grant

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. 

Responsibilities

• 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

Requirements

• 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