Wealth Manager at Aureole Consulting Limited

About the job

• We are seeking a highly skilled Wealth Manager with more than 3-4 years of experience in the Business Development and financial services sector to join our team. The ideal candidate will have a strong background in Fund Mobilization and Client Relationship Management. Experience in the asset management industry is Compulsory. This role requires a dynamic professional with an existing clientele base, the ability to drive client acquisition, manage high-net-worth client portfolios, and contribute to business growth through strategic networking.

Key Responsibilities

• Client Relationship Management
• Build and maintain long-term relationships with high-net-worth individuals, institutional investors, and corporate clients.
• Understand clients’ financial goals, risk appetite, and investment preferences to provide tailored financial advice.
• Regularly communicate with clients to update them on portfolio performance, market trends, and new investment opportunities.
• Address client concerns, ensuring satisfaction and trust in financial planning strategies.
• Business Development & Networking
• Identify and acquire new clients, expanding the firm’s portfolio of high-net-worth and institutional investors.
• Develop and execute strategic marketing initiatives to attract and retain clients.
• Attend industry events, seminars, and networking functions to enhance visibility and build professional relationships.

Qualifications & Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field (Master’s degree or professional certification such as CFA, CFP, or CIS is a plus).
• At least four (4) years of experience particularly in investment/asset management.
• Strong knowledge of financial markets, asset management, and investment products.
• Proven ability to develop and manage client investment portfolios.
• Excellent analytical, strategic thinking, and problem-solving skills.
• Strong interpersonal, communication, and negotiation abilities.
• Proficiency in financial modeling, portfolio analysis tools, and Microsoft Office Suite.