Wealth Manager at Alan & Grant

Job Description

• 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
• Strong numerical skills