Wealth Management Officer at Radix Capital Partners Limited

Responsibilities

• Mobilise deposits through the sales of wide range of Products (Commercial Papers, Bonds, Bond Fund, Nominated Funds and other Investment products)
• Manage complex investment portfolios across multiple asset classes, including traditional and alternative investments.
• Develop and implement comprehensive financial plans for high-net-worth and ultra-high-net-worth clients
• Provide personalized, high-touch advisory services focused on long-term wealth preservation and growth.
• Advise on risk management solutions, including insurance and asset protection strategies.
• Working with the head of wealth management unit to implement marketing strategies and new opportunities
• Drive new business development through client referrals, networking, and strategic relationship management.
• Stay informed on market trends, regulatory changes, and emerging financial strategies.
• Contribute to the firm’s strategic direction and thought leadership through insights and client education.
• Liaise with stakeholders and vendors to promote success of activities and enhance the company’s presence.

Requirements

• First Degree in any of the disciplines such as (Economics, Marketing, Banking & Finance and Business Administration). A post graduate Degree will be an added an advantage.
• A minimum of 3 years banking experience in a Relationship Management role.
• Strong grasp of Excel demonstrated by ability to build, monitor, review and update complex and analyses;
• Ability to evolve appropriate business strategy and operations, processes and key drivers to drive profitability and ROI.
• Ability to demonstrate high degree of numerical, verbal and analytical competence.
• Excellent interpersonal and communication skills demonstrated with a mastery in written communication and presentations;
• Ability to multi task and work closely with individuals from a broad variety of backgrounds
• Personable team player, with the ability to gain confidence and trust of colleagues.