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...
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To be successful as a Wealth Manager, you should have the ability to interpret quantitative and qualitative data, possess strong marketing, sales and negotiation skills, and you should have superior knowledge of wealth management.
Responsibilities:
Fund mobilization and/or Liability Generation
Analyse financial information
Cultivate client relationships
Develop Wealth Marketing and Sales strategies
Manage Assets and client portfolios
Compliance and Risk Averse
Strong presentation skills, and an understanding of customer relations tactics
Business Analyst mindset and numbers-driven
Hit and exceed quarterly targets
Requirements
Degree in finance, economics, management, or a related field
Previous experience in relationship/client management in the financial services industry.
Must be analytical and able to understand complex information
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